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 | $166,455 | $114,381+45.5% | $107,525+54.8% | $142,382+16.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 18.61% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,333 | $4,015+82.7% | $3,754+95.4% | $4,299+70.6% |
| Participant deferral / active EE | $6,728 | $5,564+20.9% | $5,116+31.5% | $6,507+3.4% |
| Admin fee / account holder | $7,413 | $9,860-24.8% | $8,919-16.9% | $12,624-41.3% |