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 | $209,766 | $177,572+18.1% | $154,803+35.5% | $142,382+47.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.88% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,618 | $4,810-24.8% | $4,305-16.0% | $4,299-15.8% |
| Participant deferral / active EE | $5,734 | $6,272-8.6% | $5,540+3.5% | $6,507-11.9% |
| Admin fee / account holder | $4,656 | $16,786-72.3% | $14,329-67.5% | $12,624-63.1% |