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 | $178,431 | $114,381+56.0% | $107,525+65.9% | $142,382+25.3% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 14.40% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $16,842 | $4,015+319.5% | $3,754+348.7% | $4,299+291.8% |
| Participant deferral / active EE | $4,272 | $5,564-23.2% | $5,116-16.5% | $6,507-34.3% |
| Admin fee / account holder | $16,435 | $9,860+66.7% | $8,919+84.3% | $12,624+30.2% |