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 | $202,913 | $177,572+14.3% | $154,803+31.1% | $142,382+42.5% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 13.93% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,582 | $4,810-46.3% | $4,305-40.0% | $4,299-39.9% |
| Participant deferral / active EE | $6,801 | $6,272+8.4% | $5,540+22.8% | $6,507+4.5% |
| Admin fee / account holder | $1,472 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |