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 | $168,771 | $150,187+12.4% | $120,354+40.2% | $145,922+15.7% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 25.11% | 154.07%-129.0pp | 107.15%-82.0pp | 561.29%-536.2pp |
| Employer contribution / active EE | $2,730 | $4,348-37.2% | $3,463-21.2% | $4,660-41.4% |
| Participant deferral / active EE | $2,730 | $6,173-55.8% | $4,991-45.3% | $6,688-59.2% |
| Admin fee / account holder | $2,653 | $12,207-78.3% | $9,423-71.8% | $13,397-80.2% |