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 | $184,626 | $165,335+11.7% | $149,696+23.3% | $158,922+16.2% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 11.35% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $5,428 | $5,103+6.4% | $4,644+16.9% | $4,761+14.0% |
| Participant deferral / active EE | $5,721 | $7,181-20.3% | $6,842-16.4% | $5,982-4.4% |
| Admin fee / account holder | $1,009 | $10,807-90.7% | $9,309-89.2% | $11,246-91.0% |