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 | $214,122 | $177,572+20.6% | $154,803+38.3% | $142,382+50.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.72% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,318 | $4,810-31.0% | $4,305-22.9% | $4,299-22.8% |
| Participant deferral / active EE | $9,206 | $6,272+46.8% | $5,540+66.2% | $6,507+41.5% |
| Admin fee / account holder | $3,378 | $16,786-79.9% | $14,329-76.4% | $12,624-73.2% |