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 | $198,764 | $165,335+20.2% | $149,696+32.8% | $158,922+25.1% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.81% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,693 | $5,103-27.6% | $4,644-20.5% | $4,761-22.4% |
| Participant deferral / active EE | $7,688 | $7,181+7.1% | $6,842+12.4% | $5,982+28.5% |
| Admin fee / account holder | $10,773 | $10,807-0.3% | $9,309+15.7% | $11,246-4.2% |