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 | $173,023 | $214,378-19.3% | $200,582-13.7% | $142,382+21.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 13.82% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,844 | $6,841-29.2% | $6,419-24.5% | $4,299+12.7% |
| Participant deferral / active EE | $9,415 | $9,865-4.6% | $9,331+0.9% | $6,507+44.7% |
| Admin fee / account holder | $56,488 | $17,692+219.3% | $16,305+246.5% | $12,624+347.5% |