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 | $169,014 | $126,574+33.5% | $106,213+59.1% | $145,922+15.8% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 16.12% | 224.79%-208.7pp | 116.14%-100.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $962 | $3,730-74.2% | $3,171-69.7% | $4,660-79.4% |
| Participant deferral / active EE | $3,632 | $5,724-36.5% | $5,016-27.6% | $6,688-45.7% |
| Admin fee / account holder | $1,194 | $17,304-93.1% | $11,033-89.2% | $13,397-91.1% |