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 | $180,907 | $159,602+13.3% | $150,045+20.6% | $142,382+27.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.17% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,121 | $4,961+3.2% | $4,693+9.1% | $4,299+19.1% |
| Participant deferral / active EE | $12,603 | $8,310+51.7% | $7,997+57.6% | $6,507+93.7% |
| Admin fee / account holder | $8,509 | $14,846-42.7% | $13,435-36.7% | $12,624-32.6% |