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 | $165,845 | $177,572-6.6% | $154,803+7.1% | $142,382+16.5% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.41% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $11,617 | $4,810+141.5% | $4,305+169.8% | $4,299+170.2% |
| Participant deferral / active EE | $7,001 | $6,272+11.6% | $5,540+26.4% | $6,507+7.6% |
| Admin fee / account holder | $34,007 | $16,786+102.6% | $14,329+137.3% | $12,624+169.4% |