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 | $194,714 | $177,572+9.7% | $154,803+25.8% | $142,382+36.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.18% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,412 | $4,810-70.7% | $4,305-67.2% | $4,299-67.2% |
| Participant deferral / active EE | $2,328 | $6,272-62.9% | $5,540-58.0% | $6,507-64.2% |
| Admin fee / account holder | $1,121 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |