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 | $181,437 | $112,096+61.9% | $95,952+89.1% | $158,922+14.2% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 26.97% | 171.09%-144.1pp | 91.61%-64.6pp | 302.83%-275.9pp |
| Employer contribution / active EE | $805 | $3,198-74.8% | $2,541-68.3% | $4,761-83.1% |
| Participant deferral / active EE | $2,646 | $4,784-44.7% | $4,167-36.5% | $5,982-55.8% |
| Admin fee / account holder | $1,984 | $10,130-80.4% | $6,795-70.8% | $11,246-82.4% |