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 | $192,338 | $183,519+4.8% | $155,509+23.7% | $145,922+31.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.78% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,452 | $5,313-53.9% | $4,672-47.5% | $4,660-47.4% |
| Participant deferral / active EE | $4,525 | $6,462-30.0% | $5,626-19.6% | $6,688-32.3% |
| Admin fee / account holder | $8,386 | $19,313-56.6% | $15,912-47.3% | $13,397-37.4% |