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 | $170,484 | $148,534+14.8% | $135,903+25.4% | $139,434+22.3% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 25.29% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $5,866 | $5,243+11.9% | $4,856+20.8% | $4,751+23.5% |
| Participant deferral / active EE | $7,294 | $8,100-9.9% | $7,758-6.0% | $6,710+8.7% |
| Admin fee / account holder | $8,628 | $12,400-30.4% | $10,762-19.8% | $11,403-24.3% |