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 | $189,070 | $175,202+7.9% | $149,673+26.3% | $139,434+35.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 12.81% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,224 | $5,474-59.4% | $4,818-53.8% | $4,751-53.2% |
| Participant deferral / active EE | $12,497 | $6,519+91.7% | $5,680+120.0% | $6,710+86.2% |
| Admin fee / account holder | $6,327 | $16,150-60.8% | $13,210-52.1% | $11,403-44.5% |