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 | $164,686 | $118,849+38.6% | $96,562+70.5% | $167,490-1.7% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 14.81% | 50.49%-35.7pp | 37.78%-23.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,675 | $3,120+17.8% | $2,356+55.9% | $4,837-24.0% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,772 | $8,065-3.6% | $6,181+25.7% | $12,309-36.9% |