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 | $159,634 | $86,286+85.0% | $111,297+43.4% | $85,850+85.9% |
| Participation rate | 84.8% | 73.3%+11.5pp | 77.3%+7.5pp | 69.3%+15.5pp |
| Annual return | 16.07% | 19.99%-3.9pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,903 | $2,043+42.1% | $2,731+6.3% | $2,565+13.2% |
| Participant deferral / active EE | $2,728 | $3,641-25.1% | $4,487-39.2% | $3,952-31.0% |
| Admin fee / account holder | $13,267 | $8,188+62.0% | $7,964+66.6% | $6,260+111.9% |