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 | $166,127 | $197,591-15.9% | $177,821-6.6% | $158,922+4.5% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.7%+7.5pp | 82.0%+13.3pp |
| Annual return | 13.83% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $7,376 | $6,697+10.1% | $5,918+24.6% | $4,761+54.9% |
| Participant deferral / active EE | $12,737 | $8,405+51.5% | $7,714+65.1% | $5,982+112.9% |
| Admin fee / account holder | $24,471 | $15,399+58.9% | $12,427+96.9% | $11,246+117.6% |