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 | $216,057 | $179,726+20.2% | $156,263+38.3% | $142,382+51.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 18.06% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,299 | $5,069+4.5% | $4,333+22.3% | $4,299+23.3% |
| Participant deferral / active EE | $9,690 | $6,956+39.3% | $6,158+57.3% | $6,507+48.9% |
| Admin fee / account holder | $42,623 | $17,272+146.8% | $14,255+199.0% | $12,624+237.6% |