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 | $163,550 | $183,519-10.9% | $155,509+5.2% | $145,922+12.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.16% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,455 | $5,313+78.0% | $4,672+102.4% | $4,660+102.9% |
| Participant deferral / active EE | $4,113 | $6,462-36.4% | $5,626-26.9% | $6,688-38.5% |
| Admin fee / account holder | $2,485 | $19,313-87.1% | $15,912-84.4% | $13,397-81.4% |