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 | $195,703 | $159,602+22.6% | $150,045+30.4% | $142,382+37.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.88% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,886 | $4,961+99.3% | $4,693+110.6% | $4,299+130.0% |
| Participant deferral / active EE | $8,990 | $8,310+8.2% | $7,997+12.4% | $6,507+38.1% |
| Admin fee / account holder | $2,799 | $14,846-81.1% | $13,435-79.2% | $12,624-77.8% |