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 | $180,897 | $137,414+31.6% | $189,513-4.5% | $85,850+110.7% |
| Participation rate | 92.9% | 84.6%+8.2pp | 87.8%+5.1pp | 69.3%+23.5pp |
| Annual return | 17.27% | 38.14%-20.9pp | 555.15%-537.9pp | 318.53%-301.3pp |
| Employer contribution / active EE | $4,233 | $4,344-2.6% | $6,162-31.3% | $2,565+65.0% |
| Participant deferral / active EE | $7,518 | $6,260+20.1% | $8,221-8.6% | $3,952+90.2% |
| Admin fee / account holder | $1,448 | $8,630-83.2% | $12,045-88.0% | $6,260-76.9% |