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 | $155,890 | $91,538+70.3% | $129,995+19.9% | $75,163+107.4% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.5%+7.2pp | 67.2%+18.5pp |
| Annual return | 18.76% | -631.11%+649.9pp | -137.18%+155.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,509 | $2,845-11.8% | $4,320-41.9% | $2,670-6.0% |
| Participant deferral / active EE | $5,577 | $4,341+28.5% | $5,820-4.2% | $4,125+35.2% |
| Admin fee / account holder | $5,810 | $6,790-14.4% | $10,614-45.3% | $5,651+2.8% |