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 | $160,322 | $114,381+40.2% | $107,525+49.1% | $142,382+12.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 13.85% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,679 | $4,015-33.3% | $3,754-28.6% | $4,299-37.7% |
| Participant deferral / active EE | $13,939 | $5,564+150.5% | $5,116+172.5% | $6,507+114.2% |
| Admin fee / account holder | $1,942 | $9,860-80.3% | $8,919-78.2% | $12,624-84.6% |