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 | $175,065 | $111,754+56.7% | $103,333+69.4% | $145,922+20.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.22% | 24.77%-6.5pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,744 | $4,212-58.6% | $3,868-54.9% | $4,660-62.6% |
| Participant deferral / active EE | $5,437 | $5,619-3.2% | $5,057+7.5% | $6,688-18.7% |
| Admin fee / account holder | $2,738 | $9,750-71.9% | $8,355-67.2% | $13,397-79.6% |