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 | $167,748 | $98,750+69.9% | $149,696+12.1% | $79,858+110.1% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 16.41% | 27.43%-11.0pp | 276.60%-260.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,907 | $3,216-9.6% | $4,644-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $7,819 | $5,680+37.6% | $6,842+14.3% | $3,740+109.0% |
| Admin fee / account holder | $2,078 | $6,053-65.7% | $9,309-77.7% | $5,306-60.8% |