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 | $192,725 | $179,726+7.2% | $156,263+23.3% | $142,382+35.4% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 12.17% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,700 | $5,069-27.0% | $4,333-14.6% | $4,299-13.9% |
| Participant deferral / active EE | $9,033 | $6,956+29.9% | $6,158+46.7% | $6,507+38.8% |
| Admin fee / account holder | $28,569 | $17,272+65.4% | $14,255+100.4% | $12,624+126.3% |