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 | $185,464 | $159,901+16.0% | $146,958+26.2% | $145,922+27.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 10.02% | 98.13%-88.1pp | 418.34%-408.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,615 | $5,286+44.1% | $4,933+54.4% | $4,660+63.4% |
| Participant deferral / active EE | $6,300 | $8,428-25.2% | $8,070-21.9% | $6,688-5.8% |
| Admin fee / account holder | $16,431 | $15,044+9.2% | $12,998+26.4% | $13,397+22.6% |