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 | $177,196 | $117,841+50.4% | $102,423+73.0% | $145,922+21.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 22.50% | 31.65%-9.1pp | 29.32%-6.8pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,985 | $3,615-17.4% | $3,023-1.3% | $4,660-35.9% |
| Participant deferral / active EE | $5,808 | $5,731+1.4% | $5,053+14.9% | $6,688-13.1% |
| Admin fee / account holder | $6,823 | $13,326-48.8% | $9,451-27.8% | $13,397-49.1% |