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 | $171,927 | $102,317+68.0% | $146,958+17.0% | $80,856+112.6% |
| Participation rate | 82.1% | 75.8%+6.2pp | 82.2%-0.1pp | 67.6%+14.4pp |
| Annual return | 14.93% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,560 | $3,713+22.8% | $4,933-7.6% | $2,755+65.5% |
| Participant deferral / active EE | $12,439 | $6,644+87.2% | $8,070+54.1% | $4,296+189.6% |
| Admin fee / account holder | $9,461 | $7,941+19.1% | $12,998-27.2% | $6,918+36.8% |