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 | $212,910 | $179,726+18.5% | $156,263+36.3% | $142,382+49.5% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 14.28% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,907 | $5,069-3.2% | $4,333+13.2% | $4,299+14.1% |
| Participant deferral / active EE | $13,847 | $6,956+99.1% | $6,158+124.8% | $6,507+112.8% |
| Admin fee / account holder | $19,727 | $17,272+14.2% | $14,255+38.4% | $12,624+56.3% |