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 | $168,124 | $74,888+124.5% | $71,209+136.1% | $142,382+18.1% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.1%+2.2pp |
| Annual return | 20.45% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,053 | $2,854-28.1% | $2,721-24.6% | $4,299-52.3% |
| Participant deferral / active EE | $7,860 | $4,454+76.5% | $4,175+88.3% | $6,507+20.8% |
| Admin fee / account holder | $811 | $5,568-85.4% | $5,349-84.8% | $12,624-93.6% |