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 | $172,059 | $137,414+25.2% | $189,513-9.2% | $85,850+100.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 12.97% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,593 | $4,344-63.3% | $6,162-74.1% | $2,565-37.9% |
| Participant deferral / active EE | $6,434 | $6,260+2.8% | $8,221-21.7% | $3,952+62.8% |
| Admin fee / account holder | $3,935 | $8,630-54.4% | $12,045-67.3% | $6,260-37.1% |