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 | $170,899 | $105,126+62.6% | $94,646+80.6% | $139,434+22.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 19.82% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,161 | $4,106+1.4% | $3,672+13.3% | $4,751-12.4% |
| Participant deferral / active EE | $8,934 | $7,599+17.6% | $7,418+20.4% | $6,710+33.1% |
| Admin fee / account holder | $420 | $8,984-95.3% | $7,231-94.2% | $11,403-96.3% |