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 | $187,833 | $179,726+4.5% | $156,263+20.2% | $142,382+31.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.97% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,331 | $5,069+5.2% | $4,333+23.0% | $4,299+24.0% |
| Participant deferral / active EE | $9,138 | $6,956+31.4% | $6,158+48.4% | $6,507+40.4% |
| Admin fee / account holder | $54,677 | $17,272+216.6% | $14,255+283.6% | $12,624+333.1% |