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 | $166,387 | $150,187+10.8% | $120,354+38.2% | $145,922+14.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 8.76% | 154.07%-145.3pp | 107.15%-98.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,672 | $4,348-15.6% | $3,463+6.0% | $4,660-21.2% |
| Participant deferral / active EE | $6,648 | $6,173+7.7% | $4,991+33.2% | $6,688-0.6% |
| Admin fee / account holder | $5,335 | $12,207-56.3% | $9,423-43.4% | $13,397-60.2% |