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 | $161,363 | $135,952+18.7% | $123,892+30.2% | $273,961-41.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.32% | 56.63%-43.3pp | 47.52%-34.2pp | 41.45%-28.1pp |
| Employer contribution / active EE | $4,728 | $5,170-8.5% | $4,617+2.4% | $4,869-2.9% |
| Participant deferral / active EE | $12,845 | $6,343+102.5% | $5,984+114.6% | $5,287+142.9% |
| Admin fee / account holder | $1,440 | $9,817-85.3% | $8,357-82.8% | $10,132-85.8% |