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 | $193,442 | $159,602+21.2% | $150,045+28.9% | $142,382+35.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 13.03% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,915 | $4,961-0.9% | $4,693+4.7% | $4,299+14.3% |
| Participant deferral / active EE | $11,249 | $8,310+35.4% | $7,997+40.7% | $6,507+72.9% |
| Admin fee / account holder | $15,973 | $14,846+7.6% | $13,435+18.9% | $12,624+26.5% |