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 | $185,733 | $159,602+16.4% | $150,045+23.8% | $142,382+30.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.61% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,988 | $4,961-19.6% | $4,693-15.0% | $4,299-7.2% |
| Participant deferral / active EE | $12,600 | $8,310+51.6% | $7,997+57.6% | $6,507+93.6% |
| Admin fee / account holder | $8,295 | $14,846-44.1% | $13,435-38.3% | $12,624-34.3% |