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 | $181,973 | $152,587+19.3% | $125,175+45.4% | $152,861+19.0% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 21.83% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $7,477 | $4,946+51.2% | $3,865+93.4% | $4,762+57.0% |
| Participant deferral / active EE | $8,308 | $5,868+41.6% | $4,937+68.3% | $5,850+42.0% |
| Admin fee / account holder | $840 | $13,434-93.8% | $9,702-91.3% | $11,596-92.8% |