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 | $180,546 | $159,602+13.1% | $150,045+20.3% | $142,382+26.8% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 16.44% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,754 | $4,961-4.2% | $4,693+1.3% | $4,299+10.6% |
| Participant deferral / active EE | $5,679 | $8,310-31.7% | $7,997-29.0% | $6,507-12.7% |
| Admin fee / account holder | $3,916 | $14,846-73.6% | $13,435-70.9% | $12,624-69.0% |