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 | $190,601 | $177,572+7.3% | $154,803+23.1% | $142,382+33.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.53% | 65.07%-51.5pp | 58.88%-45.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,672 | $4,810-44.5% | $4,305-37.9% | $4,299-37.8% |
| Participant deferral / active EE | $8,871 | $6,272+41.5% | $5,540+60.1% | $6,507+36.3% |
| Admin fee / account holder | $18,393 | $16,786+9.6% | $14,329+28.4% | $12,624+45.7% |