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 | $172,610 | $95,416+80.9% | $185,823-7.1% | $85,850+101.1% |
| Participation rate | 89.3% | 68.8%+20.5pp | 81.7%+7.6pp | 69.3%+20.0pp |
| Annual return | 14.17% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,241 | $3,314-32.4% | $5,167-56.6% | $2,565-12.6% |
| Participant deferral / active EE | $5,073 | $3,423+48.2% | $5,568-8.9% | $3,952+28.4% |
| Admin fee / account holder | $8,170 | $7,213+13.3% | $16,237-49.7% | $6,260+30.5% |