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 9-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 | $165,745 | $112,881+46.8% | $90,951+82.2% | $158,922+4.3% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 11.03% | 215.79%-204.8pp | 134.60%-123.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $10,940 | $2,893+278.1% | $2,122+415.6% | $4,761+129.8% |
| Participant deferral / active EE | $16,689 | $4,128+304.3% | $3,373+394.8% | $5,982+179.0% |
| Admin fee / account holder | $517 | $8,041-93.6% | $5,959-91.3% | $11,246-95.4% |