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 | $165,406 | $108,919+51.9% | $100,391+64.8% | $145,922+13.4% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 13.50% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,735 | $4,419-60.7% | $3,942-56.0% | $4,660-62.8% |
| Participant deferral / active EE | $3,352 | $8,445-60.3% | $8,082-58.5% | $6,688-49.9% |
| Admin fee / account holder | $2,684 | $9,689-72.3% | $7,899-66.0% | $13,397-80.0% |