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 | $173,466 | $96,128+80.5% | $136,007+27.5% | $80,856+114.5% |
| Participation rate | 84.8% | 71.2%+13.6pp | 76.5%+8.4pp | 67.6%+17.2pp |
| Annual return | 10.96% | 28.71%-17.7pp | 579.32%-568.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,414 | $3,351-28.0% | $4,217-42.7% | $2,755-12.4% |
| Participant deferral / active EE | $17,864 | $5,709+212.9% | $7,025+154.3% | $4,296+315.9% |
| Admin fee / account holder | $44,378 | $8,236+438.8% | $6,858+547.1% | $6,918+541.5% |