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 8-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 | $197,859 | $183,519+7.8% | $155,509+27.2% | $145,922+35.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.50% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,961 | $5,313-44.3% | $4,672-36.6% | $4,660-36.5% |
| Participant deferral / active EE | $7,384 | $6,462+14.3% | $5,626+31.2% | $6,688+10.4% |
| Admin fee / account holder | $13,085 | $19,313-32.2% | $15,912-17.8% | $13,397-2.3% |