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 | $166,797 | $105,181+58.6% | $159,436+4.6% | $85,850+94.3% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.8%-9.5pp | 69.3%+4.0pp |
| Annual return | 13.84% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,067 | $3,318-7.6% | $4,829-36.5% | $2,565+19.6% |
| Participant deferral / active EE | $8,327 | $5,945+40.1% | $7,352+13.3% | $3,952+110.7% |
| Admin fee / account holder | $4,262 | $6,933-38.5% | $10,799-60.5% | $6,260-31.9% |