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 | $172,705 | $95,416+81.0% | $185,823-7.1% | $85,850+101.2% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 13.84% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,555 | $3,314-53.1% | $5,167-69.9% | $2,565-39.4% |
| Participant deferral / active EE | $5,840 | $3,423+70.6% | $5,568+4.9% | $3,952+47.8% |
| Admin fee / account holder | $4,320 | $7,213-40.1% | $16,237-73.4% | $6,260-31.0% |