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 | $209,786 | $179,726+16.7% | $156,263+34.3% | $142,382+47.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.44% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,489 | $5,069+8.3% | $4,333+26.7% | $4,299+27.7% |
| Participant deferral / active EE | $5,485 | $6,956-21.1% | $6,158-10.9% | $6,507-15.7% |
| Admin fee / account holder | $32,237 | $17,272+86.6% | $14,255+126.1% | $12,624+155.4% |