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 | $163,452 | $159,602+2.4% | $150,045+8.9% | $142,382+14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.57% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $7,409 | $4,961+49.4% | $4,693+57.9% | $4,299+72.3% |
| Participant deferral / active EE | $7,272 | $8,310-12.5% | $7,997-9.1% | $6,507+11.8% |
| Admin fee / account holder | $2,250 | $14,846-84.8% | $13,435-83.3% | $12,624-82.2% |