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 | $161,296 | $148,534+8.6% | $135,903+18.7% | $139,434+15.7% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 25.39% | 79.19%-53.8pp | 68.23%-42.8pp | 372.94%-347.5pp |
| Employer contribution / active EE | $5,938 | $5,243+13.3% | $4,856+22.3% | $4,751+25.0% |
| Participant deferral / active EE | $8,901 | $8,100+9.9% | $7,758+14.7% | $6,710+32.7% |
| Admin fee / account holder | $18,649 | $12,400+50.4% | $10,762+73.3% | $11,403+63.6% |