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 | $188,662 | $175,202+7.7% | $149,673+26.0% | $139,434+35.3% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.7pp |
| Annual return | 25.22% | 166.71%-141.5pp | 134.42%-109.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,101 | $5,474-61.6% | $4,818-56.4% | $4,751-55.8% |
| Participant deferral / active EE | $5,899 | $6,519-9.5% | $5,680+3.9% | $6,710-12.1% |
| Admin fee / account holder | $11,374 | $16,150-29.6% | $13,210-13.9% | $11,403-0.2% |