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 | $173,475 | $148,534+16.8% | $135,903+27.6% | $139,434+24.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.32% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $12,149 | $5,243+131.7% | $4,856+150.2% | $4,751+155.7% |
| Participant deferral / active EE | $9,264 | $8,100+14.4% | $7,758+19.4% | $6,710+38.1% |
| Admin fee / account holder | $1,544 | $12,400-87.5% | $10,762-85.7% | $11,403-86.5% |