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 | $204,405 | $177,572+15.1% | $154,803+32.0% | $142,382+43.6% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 15.09% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,423 | $4,810+54.3% | $4,305+72.4% | $4,299+72.7% |
| Participant deferral / active EE | $5,342 | $6,272-14.8% | $5,540-3.6% | $6,507-17.9% |
| Admin fee / account holder | $3,538 | $16,786-78.9% | $14,329-75.3% | $12,624-72.0% |