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 | $165,067 | $89,355+84.7% | $141,162+16.9% | $72,985+126.2% |
| Participation rate | 92.1% | 75.1%+16.9pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 27.80% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,381 | $3,114-23.5% | $4,735-49.7% | $2,440-2.4% |
| Participant deferral / active EE | $6,975 | $5,418+28.7% | $6,709+4.0% | $3,607+93.4% |
| Admin fee / account holder | $5,384 | $5,958-9.6% | $10,261-47.5% | $5,124+5.1% |