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 | $210,425 | $179,726+17.1% | $156,263+34.7% | $142,382+47.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 16.15% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,232 | $5,069+3.2% | $4,333+20.7% | $4,299+21.7% |
| Participant deferral / active EE | $11,175 | $6,956+60.6% | $6,158+81.5% | $6,507+71.7% |
| Admin fee / account holder | $19,922 | $17,272+15.3% | $14,255+39.8% | $12,624+57.8% |