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 5-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 | $167,814 | $148,534+13.0% | $135,903+23.5% | $139,434+20.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 44.48% | 79.19%-34.7pp | 68.23%-23.8pp | 372.94%-328.5pp |
| Employer contribution / active EE | $6,416 | $5,243+22.4% | $4,856+32.1% | $4,751+35.0% |
| Participant deferral / active EE | $17,950 | $8,100+121.6% | $7,758+131.4% | $6,710+167.5% |
| Admin fee / account holder | $46,528 | $12,400+275.2% | $10,762+332.3% | $11,403+308.1% |