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 | $54,333 | $175,202-69.0% | $149,673-63.7% | $139,434-61.0% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 14.92% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,827 | $5,474+24.7% | $4,818+41.7% | $4,751+43.7% |
| Participant deferral / active EE | $10,272 | $6,519+57.6% | $5,680+80.8% | $6,710+53.1% |
| Admin fee / account holder | $16,606 | $16,150+2.8% | $13,210+25.7% | $11,403+45.6% |