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 | $174,877 | $115,708+51.1% | $65,255+168.0% | $139,434+25.4% |
| Participation rate | 91.7% | 67.8%+23.8pp | 65.0%+26.7pp | 80.3%+11.3pp |
| Annual return | 14.58% | 31.19%-16.6pp | 47.35%-32.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,584 | $2,599-39.1% | $1,691-6.3% | $4,751-66.7% |
| Participant deferral / active EE | $5,445 | $4,240+28.4% | $2,831+92.3% | $6,710-18.9% |
| Admin fee / account holder | $563 | $6,698-91.6% | $4,112-86.3% | $11,403-95.1% |