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 | $166,337 | $102,317+62.6% | $146,958+13.2% | $80,856+105.7% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 12.37% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,205 | $3,713-13.7% | $4,933-35.0% | $2,755+16.3% |
| Participant deferral / active EE | $6,026 | $6,644-9.3% | $8,070-25.3% | $4,296+40.3% |
| Admin fee / account holder | $436 | $7,941-94.5% | $12,998-96.6% | $6,918-93.7% |