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 | $181,155 | $148,534+22.0% | $135,903+33.3% | $139,434+29.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 18.94% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,337 | $5,243-55.4% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $6,446 | $8,100-20.4% | $7,758-16.9% | $6,710-3.9% |
| Admin fee / account holder | $4,824 | $12,400-61.1% | $10,762-55.2% | $11,403-57.7% |