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 | $187,154 | $162,781+15.0% | $133,956+39.7% | $158,922+17.8% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 14.49% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $6,256 | $4,975+25.7% | $3,919+59.6% | $4,761+31.4% |
| Participant deferral / active EE | $5,757 | $5,911-2.6% | $5,048+14.1% | $5,982-3.8% |
| Admin fee / account holder | $107,096 | $11,736+812.5% | $8,927+1099.7% | $11,246+852.3% |