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 | $182,274 | $95,416+91.0% | $185,823-1.9% | $85,850+112.3% |
| Participation rate | 92.5% | 68.8%+23.7pp | 81.7%+10.8pp | 69.3%+23.2pp |
| Annual return | 16.15% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.4pp |
| Employer contribution / active EE | $4,828 | $3,314+45.7% | $5,167-6.6% | $2,565+88.2% |
| Participant deferral / active EE | $3,418 | $3,423-0.2% | $5,568-38.6% | $3,952-13.5% |
| Admin fee / account holder | $14,202 | $7,213+96.9% | $16,237-12.5% | $6,260+126.9% |