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 | $196,713 | $159,602+23.3% | $150,045+31.1% | $142,382+38.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.40% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,081 | $4,961+22.6% | $4,693+29.6% | $4,299+41.4% |
| Participant deferral / active EE | $12,374 | $8,310+48.9% | $7,997+54.7% | $6,507+90.2% |
| Admin fee / account holder | $76,418 | $14,846+414.7% | $13,435+468.8% | $12,624+505.4% |