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 | $182,490 | $159,602+14.3% | $150,045+21.6% | $142,382+28.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.26% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,979 | $4,961-19.8% | $4,693-15.2% | $4,299-7.4% |
| Participant deferral / active EE | $6,892 | $8,310-17.1% | $7,997-13.8% | $6,507+5.9% |
| Admin fee / account holder | $6,379 | $14,846-57.0% | $13,435-52.5% | $12,624-49.5% |