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 9-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 | $192,691 | $177,572+8.5% | $154,803+24.5% | $142,382+35.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.08% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $932 | $4,810-80.6% | $4,305-78.4% | $4,299-78.3% |
| Participant deferral / active EE | $11,928 | $6,272+90.2% | $5,540+115.3% | $6,507+83.3% |
| Admin fee / account holder | $1,968 | $16,786-88.3% | $14,329-86.3% | $12,624-84.4% |