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 | $179,362 | $99,985+79.4% | $146,665+22.3% | $85,850+108.9% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.3pp | 69.3%+21.0pp |
| Annual return | 14.37% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,040 | $2,559+136.1% | $4,136+46.0% | $2,565+135.5% |
| Participant deferral / active EE | $13,079 | $4,006+226.5% | $5,506+137.5% | $3,952+231.0% |
| Admin fee / account holder | $5,374 | $7,702-30.2% | $10,280-47.7% | $6,260-14.1% |