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 | $197,910 | $165,335+19.7% | $149,696+32.2% | $158,922+24.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 9.92% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $4,204 | $5,103-17.6% | $4,644-9.5% | $4,761-11.7% |
| Participant deferral / active EE | $5,326 | $7,181-25.8% | $6,842-22.1% | $5,982-11.0% |
| Admin fee / account holder | $51,121 | $10,807+373.1% | $9,309+449.2% | $11,246+354.6% |