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 | $160,745 | $177,572-9.5% | $154,803+3.8% | $142,382+12.9% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,788 | $4,810+61.9% | $4,305+80.9% | $4,299+81.2% |
| Participant deferral / active EE | $4,239 | $6,272-32.4% | $5,540-23.5% | $6,507-34.9% |
| Admin fee / account holder | $82,561 | $16,786+391.8% | $14,329+476.2% | $12,624+554.0% |