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 | $194,865 | $159,602+22.1% | $150,045+29.9% | $142,382+36.9% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.66% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,198 | $4,961-15.4% | $4,693-10.6% | $4,299-2.4% |
| Participant deferral / active EE | $11,920 | $8,310+43.4% | $7,997+49.0% | $6,507+83.2% |
| Admin fee / account holder | $86,465 | $14,846+482.4% | $13,435+543.6% | $12,624+584.9% |