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 6-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 | $189,272 | $148,534+27.4% | $135,903+39.3% | $139,434+35.7% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 15.26% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,819 | $5,243-65.3% | $4,856-62.5% | $4,751-61.7% |
| Participant deferral / active EE | $7,371 | $8,100-9.0% | $7,758-5.0% | $6,710+9.8% |
| Admin fee / account holder | $14,008 | $12,400+13.0% | $10,762+30.2% | $11,403+22.8% |