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 | $176,371 | $159,602+10.5% | $150,045+17.5% | $142,382+23.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 19.33% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,340 | $4,961-32.7% | $4,693-28.8% | $4,299-22.3% |
| Participant deferral / active EE | $7,687 | $8,310-7.5% | $7,997-3.9% | $6,507+18.1% |
| Admin fee / account holder | $25,572 | $14,846+72.2% | $13,435+90.3% | $12,624+102.6% |