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 | $164,162 | $114,381+43.5% | $107,525+52.7% | $142,382+15.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 16.93% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,565 | $4,015-36.1% | $3,754-31.7% | $4,299-40.3% |
| Participant deferral / active EE | $8,555 | $5,564+53.7% | $5,116+67.2% | $6,507+31.5% |
| Admin fee / account holder | $5,454 | $9,860-44.7% | $8,919-38.8% | $12,624-56.8% |