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 | $201,605 | $177,572+13.5% | $154,803+30.2% | $142,382+41.6% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 11.88% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,557 | $4,810-67.6% | $4,305-63.8% | $4,299-63.8% |
| Participant deferral / active EE | $5,295 | $6,272-15.6% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $8,149 | $16,786-51.5% | $14,329-43.1% | $12,624-35.4% |