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 | $199,714 | $114,381+74.6% | $107,525+85.7% | $142,382+40.3% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 15.65% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,857 | $4,015+21.0% | $3,754+29.4% | $4,299+13.0% |
| Participant deferral / active EE | $10,556 | $5,564+89.7% | $5,116+106.3% | $6,507+62.2% |
| Admin fee / account holder | $19,244 | $9,860+95.2% | $8,919+115.8% | $12,624+52.4% |