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 | $168,617 | $102,317+64.8% | $146,958+14.7% | $80,856+108.5% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 16.50% | 134.76%-118.3pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,774 | $3,713-25.3% | $4,933-43.8% | $2,755+0.7% |
| Participant deferral / active EE | $6,734 | $6,644+1.4% | $8,070-16.6% | $4,296+56.8% |
| Admin fee / account holder | $1,282 | $7,941-83.9% | $12,998-90.1% | $6,918-81.5% |