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 | $193,494 | $159,602+21.2% | $150,045+29.0% | $142,382+35.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 17.27% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,466 | $4,961+10.2% | $4,693+16.5% | $4,299+27.1% |
| Participant deferral / active EE | $10,472 | $8,310+26.0% | $7,997+31.0% | $6,507+60.9% |
| Admin fee / account holder | $6,214 | $14,846-58.1% | $13,435-53.7% | $12,624-50.8% |