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 | $191,977 | $177,572+8.1% | $154,803+24.0% | $142,382+34.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.19% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,992 | $4,810-17.0% | $4,305-7.3% | $4,299-7.2% |
| Participant deferral / active EE | $10,570 | $6,272+68.5% | $5,540+90.8% | $6,507+62.4% |
| Admin fee / account holder | $2,753 | $16,786-83.6% | $14,329-80.8% | $12,624-78.2% |