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 | $179,254 | $148,534+20.7% | $135,903+31.9% | $139,434+28.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.73% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,203 | $5,243-0.8% | $4,856+7.1% | $4,751+9.5% |
| Participant deferral / active EE | $2,604 | $8,100-67.9% | $7,758-66.4% | $6,710-61.2% |
| Admin fee / account holder | $7,107 | $12,400-42.7% | $10,762-34.0% | $11,403-37.7% |