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 | $167,611 | $127,065+31.9% | $113,168+48.1% | $142,382+17.7% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 17.64% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,340 | $3,442+171.4% | $2,975+213.9% | $4,299+117.3% |
| Participant deferral / active EE | $2,251 | $5,716-60.6% | $5,107-55.9% | $6,507-65.4% |
| Admin fee / account holder | $3,395 | $15,736-78.4% | $12,068-71.9% | $12,624-73.1% |