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 | $184,959 | $133,922+38.1% | $116,228+59.1% | $142,382+29.9% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 16.67% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,262 | $3,446-34.4% | $2,994-24.5% | $4,299-47.4% |
| Participant deferral / active EE | $3,514 | $5,672-38.0% | $4,953-29.1% | $6,507-46.0% |
| Admin fee / account holder | $1,984 | $14,945-86.7% | $11,989-83.5% | $12,624-84.3% |