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 | $188,591 | $177,572+6.2% | $154,803+21.8% | $142,382+32.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.43% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,176 | $4,810+7.6% | $4,305+20.2% | $4,299+20.4% |
| Participant deferral / active EE | $10,814 | $6,272+72.4% | $5,540+95.2% | $6,507+66.2% |
| Admin fee / account holder | $2,106 | $16,786-87.5% | $14,329-85.3% | $12,624-83.3% |