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 | $186,330 | $177,572+4.9% | $154,803+20.4% | $142,382+30.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.42% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,398 | $4,810-50.2% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $7,016 | $6,272+11.9% | $5,540+26.6% | $6,507+7.8% |
| Admin fee / account holder | $1,263 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |