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 | $154,411 | $124,319+24.2% | $111,297+38.7% | $167,490-7.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 20.12% | 37.44%-17.3pp | 54.65%-34.5pp | 478.56%-458.4pp |
| Employer contribution / active EE | $5,602 | $3,435+63.1% | $2,731+105.1% | $4,837+15.8% |
| Participant deferral / active EE | $8,857 | $5,180+71.0% | $4,487+97.4% | $6,341+39.7% |
| Admin fee / account holder | $15,207 | $10,618+43.2% | $7,964+90.9% | $12,309+23.5% |