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 | $192,779 | $159,602+20.8% | $150,045+28.5% | $142,382+35.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.42% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,777 | $4,961+117.3% | $4,693+129.6% | $4,299+150.7% |
| Participant deferral / active EE | $9,394 | $8,310+13.0% | $7,997+17.5% | $6,507+44.4% |
| Admin fee / account holder | $88,279 | $14,846+494.6% | $13,435+557.1% | $12,624+599.3% |