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 9-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 | $175,019 | $148,534+17.8% | $135,903+28.8% | $139,434+25.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.92% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,345 | $5,243+21.0% | $4,856+30.7% | $4,751+33.5% |
| Participant deferral / active EE | $10,129 | $8,100+25.0% | $7,758+30.6% | $6,710+50.9% |
| Admin fee / account holder | $562 | $12,400-95.5% | $10,762-94.8% | $11,403-95.1% |