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 | $191,576 | $175,202+9.3% | $149,673+28.0% | $139,434+37.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 16.46% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,617 | $5,474-15.7% | $4,818-4.2% | $4,751-2.8% |
| Participant deferral / active EE | $7,501 | $6,519+15.1% | $5,680+32.1% | $6,710+11.8% |
| Admin fee / account holder | $4,912 | $16,150-69.6% | $13,210-62.8% | $11,403-56.9% |