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 | $183,392 | $98,750+85.7% | $149,696+22.5% | $79,858+129.6% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.5%-7.9pp | 69.6%+5.0pp |
| Annual return | 15.74% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,109 | $5,680-45.3% | $6,842-54.6% | $3,740-16.9% |
| Admin fee / account holder | $2,164 | $6,053-64.2% | $9,309-76.8% | $5,306-59.2% |