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 | $161,231 | $102,966+56.6% | $90,281+78.6% | $152,861+5.5% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 16.91% | 95.16%-78.2pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,427 | $3,139-22.7% | $2,854-15.0% | $4,762-49.0% |
| Participant deferral / active EE | $7,632 | $4,281+78.3% | $3,885+96.4% | $5,850+30.5% |
| Admin fee / account holder | $546 | $6,171-91.1% | $5,351-89.8% | $11,596-95.3% |