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 | $190,982 | $179,726+6.3% | $156,263+22.2% | $142,382+34.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 36.82% | 77.86%-41.0pp | 59.47%-22.7pp | 217.08%-180.3pp |
| Employer contribution / active EE | $4,659 | $5,069-8.1% | $4,333+7.5% | $4,299+8.4% |
| Participant deferral / active EE | $7,848 | $6,956+12.8% | $6,158+27.4% | $6,507+20.6% |
| Admin fee / account holder | $34,923 | $17,272+102.2% | $14,255+145.0% | $12,624+176.6% |