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 | $186,684 | $144,119+29.5% | $117,854+58.4% | $147,584+26.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 17.36% | 531.15%-513.8pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,490 | $4,896-69.6% | $3,786-60.7% | $4,876-69.5% |
| Participant deferral / active EE | $5,055 | $5,316-4.9% | $4,482+12.8% | $5,439-7.1% |
| Admin fee / account holder | $11,348 | $10,886+4.3% | $8,020+41.5% | $10,885+4.3% |