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 | $183,014 | $165,984+10.3% | $164,813+11.0% | $145,922+25.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 13.41% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,845 | $5,273+10.8% | $4,341+34.7% | $4,660+25.4% |
| Participant deferral / active EE | $12,259 | $6,959+76.2% | $6,031+103.3% | $6,688+83.3% |
| Admin fee / account holder | $15,859 | $16,648-4.7% | $12,690+25.0% | $13,397+18.4% |