See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,265 | $126,574+41.6% | $106,213+68.8% | $145,922+22.9% |
| Participation rate | 82.6% | 77.6%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 15.81% | 224.79%-209.0pp | 116.14%-100.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,304 | $3,730-11.4% | $3,171+4.2% | $4,660-29.1% |
| Participant deferral / active EE | $8,807 | $5,724+53.9% | $5,016+75.6% | $6,688+31.7% |
| Admin fee / account holder | $790 | $17,304-95.4% | $11,033-92.8% | $13,397-94.1% |