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 | $181,439 | $238,490-23.9% | $180,183+0.7% | $142,382+27.4% |
| Participation rate | 90.9% | 82.3%+8.6pp | 77.4%+13.5pp | 80.1%+10.8pp |
| Annual return | 14.18% | 33.56%-19.4pp | 27.86%-13.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,013 | $6,143+14.2% | $5,039+39.2% | $4,299+63.1% |
| Participant deferral / active EE | $11,370 | $7,996+42.2% | $6,822+66.7% | $6,507+74.7% |
| Admin fee / account holder | $29,096 | $28,866+0.8% | $19,975+45.7% | $12,624+130.5% |