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 | $123,772 | $177,572-30.3% | $154,803-20.0% | $142,382-13.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.27% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $6,210 | $4,810+29.1% | $4,305+44.2% | $4,299+44.5% |
| Participant deferral / active EE | $5,927 | $6,272-5.5% | $5,540+7.0% | $6,507-8.9% |
| Admin fee / account holder | $49,629 | $16,786+195.7% | $14,329+246.3% | $12,624+293.1% |