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 | $176,688 | $127,777+38.3% | $106,548+65.8% | $167,490+5.5% |
| Participation rate | 93.8% | 78.3%+15.5pp | 76.1%+17.6pp | 82.1%+11.6pp |
| Annual return | 17.19% | 33.87%-16.7pp | 26.80%-9.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $5,034 | $3,427+46.9% | $2,819+78.6% | $4,837+4.1% |
| Participant deferral / active EE | $6,031 | $5,087+18.6% | $4,398+37.1% | $6,341-4.9% |
| Admin fee / account holder | $2,202 | $11,228-80.4% | $7,407-70.3% | $12,309-82.1% |