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 | $180,701 | $114,381+58.0% | $107,525+68.1% | $142,382+26.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,926 | $4,015-27.1% | $3,754-22.0% | $4,299-31.9% |
| Participant deferral / active EE | $6,952 | $5,564+24.9% | $5,116+35.9% | $6,507+6.8% |
| Admin fee / account holder | $30,460 | $9,860+208.9% | $8,919+241.5% | $12,624+141.3% |