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 | $199,522 | $159,602+25.0% | $150,045+33.0% | $142,382+40.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 15.70% | 70.24%-54.5pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,672 | $4,961+34.5% | $4,693+42.2% | $4,299+55.2% |
| Participant deferral / active EE | $12,565 | $8,310+51.2% | $7,997+57.1% | $6,507+93.1% |
| Admin fee / account holder | $2,615 | $14,846-82.4% | $13,435-80.5% | $12,624-79.3% |