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 | $174,725 | $86,286+102.5% | $111,297+57.0% | $85,850+103.5% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 12.28% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,541 | $2,043-24.6% | $2,731-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $4,191 | $3,641+15.1% | $4,487-6.6% | $3,952+6.1% |
| Admin fee / account holder | $2,190 | $8,188-73.3% | $7,964-72.5% | $6,260-65.0% |