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 | $182,468 | $154,117+18.4% | $129,995+40.4% | $139,434+30.9% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 14.53% | 32.48%-17.9pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $6,943 | $5,289+31.3% | $4,320+60.7% | $4,751+46.1% |
| Participant deferral / active EE | $7,614 | $6,710+13.5% | $5,820+30.8% | $6,710+13.5% |
| Admin fee / account holder | $24,152 | $14,007+72.4% | $10,614+127.5% | $11,403+111.8% |