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 | $204,925 | $179,726+14.0% | $156,263+31.1% | $142,382+43.9% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.9%+10.6pp | 80.1%+9.4pp |
| Annual return | 13.35% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,581 | $5,069-49.1% | $4,333-40.4% | $4,299-40.0% |
| Participant deferral / active EE | $6,586 | $6,956-5.3% | $6,158+6.9% | $6,507+1.2% |
| Admin fee / account holder | $18,864 | $17,272+9.2% | $14,255+32.3% | $12,624+49.4% |