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 | $184,402 | $148,534+24.1% | $135,903+35.7% | $139,434+32.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 15.29% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,973 | $5,243-24.2% | $4,856-18.2% | $4,751-16.4% |
| Participant deferral / active EE | $11,811 | $8,100+45.8% | $7,758+52.3% | $6,710+76.0% |
| Admin fee / account holder | $18,527 | $12,400+49.4% | $10,762+72.2% | $11,403+62.5% |