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 | $155,078 | $177,572-12.7% | $154,803+0.2% | $142,382+8.9% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 16.90% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $9,176 | $4,810+90.8% | $4,305+113.1% | $4,299+113.4% |
| Participant deferral / active EE | $7,491 | $6,272+19.4% | $5,540+35.2% | $6,507+15.1% |
| Admin fee / account holder | $31,568 | $16,786+88.1% | $14,329+120.3% | $12,624+150.1% |