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 | $187,741 | $177,572+5.7% | $154,803+21.3% | $142,382+31.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 19.46% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $11,088 | $4,810+130.5% | $4,305+157.5% | $4,299+157.9% |
| Participant deferral / active EE | $8,638 | $6,272+37.7% | $5,540+55.9% | $6,507+32.7% |
| Admin fee / account holder | $2,175 | $16,786-87.0% | $14,329-84.8% | $12,624-82.8% |