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 | $176,465 | $148,534+18.8% | $135,903+29.8% | $139,434+26.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.30% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,246 | $5,243-57.2% | $4,856-53.8% | $4,751-52.7% |
| Participant deferral / active EE | $3,453 | $8,100-57.4% | $7,758-55.5% | $6,710-48.5% |
| Admin fee / account holder | $13,531 | $12,400+9.1% | $10,762+25.7% | $11,403+18.7% |