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 | $173,084 | $86,286+100.6% | $111,297+55.5% | $85,850+101.6% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 15.81% | 19.99%-4.2pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,461 | $2,043-28.5% | $2,731-46.5% | $2,565-43.1% |
| Participant deferral / active EE | $4,539 | $3,641+24.7% | $4,487+1.2% | $3,952+14.9% |
| Admin fee / account holder | $4,773 | $8,188-41.7% | $7,964-40.1% | $6,260-23.8% |