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 | $172,950 | $114,381+51.2% | $107,525+60.8% | $142,382+21.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,982 | $4,015-25.7% | $3,754-20.6% | $4,299-30.6% |
| Participant deferral / active EE | $4,483 | $5,564-19.4% | $5,116-12.4% | $6,507-31.1% |
| Admin fee / account holder | $17,879 | $9,860+81.3% | $8,919+100.5% | $12,624+41.6% |