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 | $179,351 | $100,754+78.0% | $86,677+106.9% | $134,475+33.4% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -12.63% | 29.04%-41.7pp | 35.91%-48.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,103 | $3,489+17.6% | $2,836+44.6% | $4,740-13.4% |
| Participant deferral / active EE | $10,983 | $5,338+105.8% | $4,656+135.9% | $6,400+71.6% |
| Admin fee / account holder | $8,020 | $10,926-26.6% | $7,493+7.0% | $11,426-29.8% |