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 | $182,134 | $114,381+59.2% | $107,525+69.4% | $142,382+27.9% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 16.17% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,803 | $4,015+19.6% | $3,754+28.0% | $4,299+11.7% |
| Participant deferral / active EE | $7,788 | $5,564+40.0% | $5,116+52.2% | $6,507+19.7% |
| Admin fee / account holder | $1,659 | $9,860-83.2% | $8,919-81.4% | $12,624-86.9% |