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 | $158,052 | $177,572-11.0% | $154,803+2.1% | $142,382+11.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 16.78% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,413 | $4,810+95.7% | $4,305+118.6% | $4,299+118.9% |
| Participant deferral / active EE | $6,634 | $6,272+5.8% | $5,540+19.7% | $6,507+2.0% |
| Admin fee / account holder | $11,347 | $16,786-32.4% | $14,329-20.8% | $12,624-10.1% |