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 | $143,517 | $183,519-21.8% | $155,509-7.7% | $145,922-1.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 13.39% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,274 | $5,313-0.7% | $4,672+12.9% | $4,660+13.2% |
| Participant deferral / active EE | $7,543 | $6,462+16.7% | $5,626+34.1% | $6,688+12.8% |
| Admin fee / account holder | $1,092 | $19,313-94.3% | $15,912-93.1% | $13,397-91.8% |