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 | $129,766 | $114,381+13.5% | $107,525+20.7% | $142,382-8.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 22.39% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,231 | $4,015+5.4% | $3,754+12.7% | $4,299-1.6% |
| Participant deferral / active EE | $9,922 | $5,564+78.3% | $5,116+94.0% | $6,507+52.5% |
| Admin fee / account holder | $8,446 | $9,860-14.3% | $8,919-5.3% | $12,624-33.1% |