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 4-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 | $192,472 | $159,602+20.6% | $150,045+28.3% | $142,382+35.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,928 | $4,961-41.0% | $4,693-37.6% | $4,299-31.9% |
| Participant deferral / active EE | $6,654 | $8,310-19.9% | $7,997-16.8% | $6,507+2.3% |
| Admin fee / account holder | $1,009 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |