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 5-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 | $209,370 | $177,572+17.9% | $154,803+35.2% | $142,382+47.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.11% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,677 | $4,810-2.8% | $4,305+8.6% | $4,299+8.8% |
| Participant deferral / active EE | $16,617 | $6,272+165.0% | $5,540+199.9% | $6,507+155.4% |
| Admin fee / account holder | $3,217 | $16,786-80.8% | $14,329-77.5% | $12,624-74.5% |