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 | $169,007 | $112,096+50.8% | $95,952+76.1% | $158,922+6.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 11.00% | 171.09%-160.1pp | 91.61%-80.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,707 | $3,198-46.6% | $2,541-32.8% | $4,761-64.1% |
| Participant deferral / active EE | $7,159 | $4,784+49.6% | $4,167+71.8% | $5,982+19.7% |
| Admin fee / account holder | $4,428 | $10,130-56.3% | $6,795-34.8% | $11,246-60.6% |