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 | $184,402 | $148,534+24.1% | $135,903+35.7% | $139,434+32.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.37% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,358 | $5,243-55.0% | $4,856-51.4% | $4,751-50.4% |
| Participant deferral / active EE | $7,390 | $8,100-8.8% | $7,758-4.7% | $6,710+10.1% |
| Admin fee / account holder | $2,509 | $12,400-79.8% | $10,762-76.7% | $11,403-78.0% |