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 | $181,996 | $162,781+11.8% | $133,956+35.9% | $158,922+14.5% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 10.70% | 41.94%-31.2pp | 45.09%-34.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,329 | $4,975-13.0% | $3,919+10.5% | $4,761-9.1% |
| Participant deferral / active EE | $9,608 | $5,911+62.5% | $5,048+90.3% | $5,982+60.6% |
| Admin fee / account holder | $39,072 | $11,736+232.9% | $8,927+337.7% | $11,246+247.4% |