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 | $171,065 | $61,774+176.9% | $97,226+75.9% | $80,856+111.6% |
| Participation rate | 73.1% | 63.5%+9.6pp | 72.7%+0.4pp | 67.6%+5.4pp |
| Annual return | 16.40% | -557.90%+574.3pp | 75.13%-58.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,026 | $1,837-44.1% | $2,729-62.4% | $2,755-62.7% |
| Participant deferral / active EE | $5,045 | $3,029+66.6% | $4,264+18.3% | $4,296+17.4% |
| Admin fee / account holder | $3,716 | $5,166-28.1% | $5,654-34.3% | $6,918-46.3% |