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 | $234,695 | $183,519+27.9% | $155,509+50.9% | $145,922+60.8% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 16.42% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $6,045 | $5,313+13.8% | $4,672+29.4% | $4,660+29.7% |
| Participant deferral / active EE | $6,956 | $6,462+7.6% | $5,626+23.6% | $6,688+4.0% |
| Admin fee / account holder | $24,755 | $19,313+28.2% | $15,912+55.6% | $13,397+84.8% |