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 | $187,584 | $177,572+5.6% | $154,803+21.2% | $142,382+31.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $6,894 | $4,810+43.3% | $4,305+60.1% | $4,299+60.4% |
| Participant deferral / active EE | $7,362 | $6,272+17.4% | $5,540+32.9% | $6,507+13.1% |
| Admin fee / account holder | $6,129 | $16,786-63.5% | $14,329-57.2% | $12,624-51.5% |