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 | $177,014 | $111,754+58.4% | $103,333+71.3% | $145,922+21.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 12.20% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,999 | $4,212-52.6% | $3,868-48.3% | $4,660-57.1% |
| Participant deferral / active EE | $8,201 | $5,619+46.0% | $5,057+62.1% | $6,688+22.6% |
| Admin fee / account holder | $1,152 | $9,750-88.2% | $8,355-86.2% | $13,397-91.4% |