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 | $165,208 | $112,881+46.4% | $90,951+81.6% | $158,922+4.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 18.45% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,354 | $2,893-18.6% | $2,122+10.9% | $4,761-50.6% |
| Participant deferral / active EE | $7,429 | $4,128+80.0% | $3,373+120.2% | $5,982+24.2% |
| Admin fee / account holder | $2,520 | $8,041-68.7% | $5,959-57.7% | $11,246-77.6% |