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 | $178,214 | $177,572+0.4% | $154,803+15.1% | $142,382+25.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 12.25% | 65.07%-52.8pp | 58.88%-46.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,951 | $4,810+2.9% | $4,305+15.0% | $4,299+15.2% |
| Participant deferral / active EE | $6,829 | $6,272+8.9% | $5,540+23.3% | $6,507+4.9% |
| Admin fee / account holder | $33,119 | $16,786+97.3% | $14,329+131.1% | $12,624+162.4% |