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 | $197,071 | $159,602+23.5% | $150,045+31.3% | $142,382+38.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.58% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,701 | $4,961-5.2% | $4,693+0.2% | $4,299+9.3% |
| Participant deferral / active EE | $7,847 | $8,310-5.6% | $7,997-1.9% | $6,507+20.6% |
| Admin fee / account holder | $36,313 | $14,846+144.6% | $13,435+170.3% | $12,624+187.7% |