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 | $167,899 | $114,381+46.8% | $107,525+56.1% | $142,382+17.9% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,622 | $4,015-9.8% | $3,754-3.5% | $4,299-15.7% |
| Participant deferral / active EE | $2,000 | $5,564-64.1% | $5,116-60.9% | $6,507-69.3% |
| Admin fee / account holder | $15,745 | $9,860+59.7% | $8,919+76.5% | $12,624+24.7% |