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 | $191,612 | $157,256+21.8% | $141,162+35.7% | $152,861+25.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 18.69% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,694 | $5,261-67.8% | $4,735-64.2% | $4,762-64.4% |
| Participant deferral / active EE | $9,513 | $7,109+33.8% | $6,709+41.8% | $5,850+62.6% |
| Admin fee / account holder | $20,903 | $12,120+72.5% | $10,261+103.7% | $11,596+80.3% |