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 | $191,774 | $159,602+20.2% | $150,045+27.8% | $142,382+34.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 13.91% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,565 | $4,961-8.0% | $4,693-2.7% | $4,299+6.2% |
| Participant deferral / active EE | $10,889 | $8,310+31.0% | $7,997+36.2% | $6,507+67.3% |
| Admin fee / account holder | $33,730 | $14,846+127.2% | $13,435+151.1% | $12,624+167.2% |