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 | $146,498 | $100,773+45.4% | $88,946+64.7% | $142,382+2.9% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 20.97% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,629 | $2,918-44.2% | $2,555-36.2% | $4,299-62.1% |
| Participant deferral / active EE | $3,536 | $5,230-32.4% | $4,581-22.8% | $6,507-45.7% |
| Admin fee / account holder | $1,994 | $9,693-79.4% | $8,261-75.9% | $12,624-84.2% |