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 | $178,830 | $159,602+12.0% | $150,045+19.2% | $142,382+25.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 13.99% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,452 | $4,961-30.4% | $4,693-26.4% | $4,299-19.7% |
| Participant deferral / active EE | $8,667 | $8,310+4.3% | $7,997+8.4% | $6,507+33.2% |
| Admin fee / account holder | $516,177 | $14,846+3376.8% | $13,435+3742.1% | $12,624+3989.0% |