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 | $154,927 | $177,572-12.8% | $154,803+0.1% | $142,382+8.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,405 | $4,810+74.7% | $4,305+95.2% | $4,299+95.5% |
| Participant deferral / active EE | $10,516 | $6,272+67.7% | $5,540+89.8% | $6,507+61.6% |
| Admin fee / account holder | $21,304 | $16,786+26.9% | $14,329+48.7% | $12,624+68.8% |