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 | $182,016 | $112,096+62.4% | $95,952+89.7% | $158,922+14.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.84% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,026 | $3,198-67.9% | $2,541-59.6% | $4,761-78.4% |
| Participant deferral / active EE | $6,363 | $4,784+33.0% | $4,167+52.7% | $5,982+6.4% |
| Admin fee / account holder | $11,321 | $10,130+11.8% | $6,795+66.6% | $11,246+0.7% |