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 | $206,494 | $183,519+12.5% | $155,509+32.8% | $145,922+41.5% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 11.21% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,169 | $5,313-2.7% | $4,672+10.6% | $4,660+10.9% |
| Participant deferral / active EE | $11,471 | $6,462+77.5% | $5,626+103.9% | $6,688+71.5% |
| Admin fee / account holder | $19,928 | $19,313+3.2% | $15,912+25.2% | $13,397+48.8% |