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 | $177,941 | $154,117+15.5% | $129,995+36.9% | $139,434+27.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 15.01% | 32.48%-17.5pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,219 | $5,289-58.0% | $4,320-48.6% | $4,751-53.3% |
| Participant deferral / active EE | $9,074 | $6,710+35.2% | $5,820+55.9% | $6,710+35.2% |
| Admin fee / account holder | $26,636 | $14,007+90.2% | $10,614+150.9% | $11,403+133.6% |