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 | $196,793 | $159,602+23.3% | $150,045+31.2% | $142,382+38.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.37% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,322 | $4,961-12.9% | $4,693-7.9% | $4,299+0.5% |
| Participant deferral / active EE | $14,972 | $8,310+80.2% | $7,997+87.2% | $6,507+130.1% |
| Admin fee / account holder | $16,764 | $14,846+12.9% | $13,435+24.8% | $12,624+32.8% |