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 | $182,339 | $172,478+5.7% | $145,661+25.2% | $142,382+28.1% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.2%+4.6pp | 80.1%+1.7pp |
| Annual return | 11.73% | 151.09%-139.4pp | 101.46%-89.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,202 | $4,899+6.2% | $4,238+22.8% | $4,299+21.0% |
| Participant deferral / active EE | $4,171 | $8,348-50.0% | $7,198-42.1% | $6,507-35.9% |
| Admin fee / account holder | $22,037 | $16,864+30.7% | $12,466+76.8% | $12,624+74.6% |