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 | $191,861 | $165,984+15.6% | $164,813+16.4% | $145,922+31.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.04% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,347 | $5,273-55.5% | $4,341-45.9% | $4,660-49.6% |
| Participant deferral / active EE | $9,387 | $6,959+34.9% | $6,031+55.6% | $6,688+40.4% |
| Admin fee / account holder | $36,707 | $16,648+120.5% | $12,690+189.3% | $13,397+174.0% |