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 | $232,916 | $177,572+31.2% | $154,803+50.5% | $142,382+63.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,551 | $4,810-5.4% | $4,305+5.7% | $4,299+5.9% |
| Participant deferral / active EE | $9,450 | $6,272+50.7% | $5,540+70.6% | $6,507+45.2% |
| Admin fee / account holder | $3,926 | $16,786-76.6% | $14,329-72.6% | $12,624-68.9% |