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 | $162,228 | $118,680+36.7% | $98,907+64.0% | $158,922+2.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 17.10% | 372.35%-355.2pp | 196.43%-179.3pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,443 | $3,333-26.7% | $2,689-9.1% | $4,761-48.7% |
| Participant deferral / active EE | $6,599 | $5,088+29.7% | $4,244+55.5% | $5,982+10.3% |
| Admin fee / account holder | $17,461 | $10,131+72.3% | $6,642+162.9% | $11,246+55.3% |