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 | $159,595 | $214,378-25.6% | $200,582-20.4% | $142,382+12.1% |
| Participation rate | 78.9% | 87.4%-8.5pp | 86.9%-7.9pp | 80.1%-1.2pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $12,425 | $6,841+81.6% | $6,419+93.6% | $4,299+189.0% |
| Participant deferral / active EE | $30,335 | $9,865+207.5% | $9,331+225.1% | $6,507+366.2% |
| Admin fee / account holder | $107,133 | $17,692+505.5% | $16,305+557.1% | $12,624+748.7% |