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 | $169,340 | $165,984+2.0% | $164,813+2.7% | $145,922+16.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 12.89% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,517 | $5,273+4.6% | $4,341+27.1% | $4,660+18.4% |
| Participant deferral / active EE | $11,881 | $6,959+70.7% | $6,031+97.0% | $6,688+77.7% |
| Admin fee / account holder | $41,220 | $16,648+147.6% | $12,690+224.8% | $13,397+207.7% |