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 | $182,661 | $99,877+82.9% | $84,966+115.0% | $145,922+25.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 18.78% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,315 | $3,231-28.4% | $2,727-15.1% | $4,660-50.3% |
| Participant deferral / active EE | $6,056 | $5,291+14.5% | $4,519+34.0% | $6,688-9.4% |
| Admin fee / account holder | $9,526 | $7,248+31.4% | $6,149+54.9% | $13,397-28.9% |