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 | $189,491 | $152,587+24.2% | $125,175+51.4% | $152,861+24.0% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 16.14% | 54.84%-38.7pp | 43.79%-27.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,009 | $4,946-39.2% | $3,865-22.2% | $4,762-36.8% |
| Participant deferral / active EE | $5,643 | $5,868-3.8% | $4,937+14.3% | $5,850-3.5% |
| Admin fee / account holder | $123,749 | $13,434+821.1% | $9,702+1175.5% | $11,596+967.1% |