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 | $163,721 | $112,881+45.0% | $90,951+80.0% | $158,922+3.0% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 6.50% | 215.79%-209.3pp | 134.60%-128.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $6,886 | $2,893+138.0% | $2,122+224.5% | $4,761+44.6% |
| Participant deferral / active EE | $5,681 | $4,128+37.6% | $3,373+68.4% | $5,982-5.0% |
| Admin fee / account holder | $2,288 | $8,041-71.5% | $5,959-61.6% | $11,246-79.7% |