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 | $176,764 | $144,119+22.7% | $117,854+50.0% | $147,584+19.8% |
| Participation rate | 79.2% | 83.4%-4.3pp | 79.7%-0.5pp | 82.8%-3.7pp |
| Annual return | 13.13% | 531.15%-518.0pp | 335.08%-321.9pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,393 | $4,896-51.1% | $3,786-36.8% | $4,876-50.9% |
| Participant deferral / active EE | $7,594 | $5,316+42.9% | $4,482+69.4% | $5,439+39.6% |
| Admin fee / account holder | $2,911 | $10,886-73.3% | $8,020-63.7% | $10,885-73.3% |