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 | $154,794 | $106,584+45.2% | $101,326+52.8% | $142,382+8.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 13.91% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,636 | $3,956+42.5% | $3,665+53.8% | $4,299+31.1% |
| Participant deferral / active EE | $12,118 | $8,297+46.1% | $7,994+51.6% | $6,507+86.2% |
| Admin fee / account holder | $101,621 | $11,446+787.8% | $11,185+808.5% | $12,624+705.0% |