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 | $167,407 | $90,600+84.8% | $79,464+110.7% | $135,375+23.7% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | 13.38% | 977.43%-964.1pp | 718.14%-704.8pp | 519.73%-506.4pp |
| Employer contribution / active EE | $2,845 | $3,068-7.3% | $2,800+1.6% | $4,779-40.5% |
| Participant deferral / active EE | $4,484 | $4,050+10.7% | $3,704+21.1% | $5,609-20.0% |
| Admin fee / account holder | $1,902 | $5,907-67.8% | $5,113-62.8% | $10,827-82.4% |