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 | $169,131 | $165,335+2.3% | $149,696+13.0% | $158,922+6.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.25% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,285 | $5,103-55.2% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $4,286 | $7,181-40.3% | $6,842-37.4% | $5,982-28.4% |
| Admin fee / account holder | $18,863 | $10,807+74.5% | $9,309+102.6% | $11,246+67.7% |