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 | $182,941 | $124,319+47.2% | $111,297+64.4% | $167,490+9.2% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 11.05% | 37.44%-26.4pp | 54.65%-43.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,633 | $3,435-52.5% | $2,731-40.2% | $4,837-66.3% |
| Participant deferral / active EE | $6,490 | $5,180+25.3% | $4,487+44.6% | $6,341+2.3% |
| Admin fee / account holder | $2,746 | $10,618-74.1% | $7,964-65.5% | $12,309-77.7% |