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 | $186,671 | $159,602+17.0% | $150,045+24.4% | $142,382+31.1% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,530 | $4,961-8.7% | $4,693-3.5% | $4,299+5.4% |
| Participant deferral / active EE | $16,131 | $8,310+94.1% | $7,997+101.7% | $6,507+147.9% |
| Admin fee / account holder | $33,719 | $14,846+127.1% | $13,435+151.0% | $12,624+167.1% |