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 | $187,845 | $183,519+2.4% | $155,509+20.8% | $145,922+28.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 16.13% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,672 | $5,313-68.5% | $4,672-64.2% | $4,660-64.1% |
| Participant deferral / active EE | $4,526 | $6,462-30.0% | $5,626-19.6% | $6,688-32.3% |
| Admin fee / account holder | $1,361 | $19,313-93.0% | $15,912-91.4% | $13,397-89.8% |