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 | $171,887 | $126,574+35.8% | $106,213+61.8% | $145,922+17.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 15.04% | 224.79%-209.8pp | 116.14%-101.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,901 | $3,730-22.2% | $3,171-8.5% | $4,660-37.7% |
| Participant deferral / active EE | $6,364 | $5,724+11.2% | $5,016+26.9% | $6,688-4.8% |
| Admin fee / account holder | $15,986 | $17,304-7.6% | $11,033+44.9% | $13,397+19.3% |