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 | $160,159 | $104,974+52.6% | $95,585+67.6% | $142,382+12.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.54% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,000 | $2,779-64.0% | $2,527-60.4% | $4,299-76.7% |
| Participant deferral / active EE | $4,672 | $4,352+7.3% | $4,023+16.1% | $6,507-28.2% |
| Admin fee / account holder | $4,317 | $6,386-32.4% | $6,127-29.5% | $12,624-65.8% |