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 | $185,473 | $177,572+4.4% | $154,803+19.8% | $142,382+30.3% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,030 | $4,810+66.9% | $4,305+86.5% | $4,299+86.8% |
| Participant deferral / active EE | $5,812 | $6,272-7.3% | $5,540+4.9% | $6,507-10.7% |
| Admin fee / account holder | $2,773 | $16,786-83.5% | $14,329-80.7% | $12,624-78.0% |