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 | $179,906 | $214,378-16.1% | $200,582-10.3% | $142,382+26.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 23.71% | 46.41%-22.7pp | 42.33%-18.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $8,639 | $6,841+26.3% | $6,419+34.6% | $4,299+100.9% |
| Participant deferral / active EE | $6,868 | $9,865-30.4% | $9,331-26.4% | $6,507+5.5% |
| Admin fee / account holder | $2,223 | $17,692-87.4% | $16,305-86.4% | $12,624-82.4% |