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 8-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 | $162,053 | $114,381+41.7% | $107,525+50.7% | $142,382+13.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,443 | $4,015-14.2% | $3,754-8.3% | $4,299-19.9% |
| Participant deferral / active EE | $11,007 | $5,564+97.8% | $5,116+115.2% | $6,507+69.2% |
| Admin fee / account holder | $17,093 | $9,860+73.4% | $8,919+91.7% | $12,624+35.4% |