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 | $156,424 | $108,919+43.6% | $100,391+55.8% | $145,922+7.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.63% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,090 | $4,419-30.1% | $3,942-21.6% | $4,660-33.7% |
| Participant deferral / active EE | $5,645 | $8,445-33.2% | $8,082-30.2% | $6,688-15.6% |
| Admin fee / account holder | $9,584 | $9,689-1.1% | $7,899+21.3% | $13,397-28.5% |