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 | $168,705 | $126,574+33.3% | $106,213+58.8% | $145,922+15.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 26.90% | 224.79%-197.9pp | 116.14%-89.2pp | 561.29%-534.4pp |
| Employer contribution / active EE | $3,170 | $3,730-15.0% | $3,1710% | $4,660-32.0% |
| Participant deferral / active EE | $9,427 | $5,724+64.7% | $5,016+87.9% | $6,688+41.0% |
| Admin fee / account holder | $2,256 | $17,304-87.0% | $11,033-79.5% | $13,397-83.2% |