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 | $208,040 | $159,602+30.3% | $150,045+38.7% | $142,382+46.1% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.68% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,277 | $4,961-33.9% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $10,261 | $8,310+23.5% | $7,997+28.3% | $6,507+57.7% |
| Admin fee / account holder | $5,323 | $14,846-64.1% | $13,435-60.4% | $12,624-57.8% |