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 | $207,114 | $159,602+29.8% | $150,045+38.0% | $142,382+45.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $951 | $4,961-80.8% | $4,693-79.7% | $4,299-77.9% |
| Participant deferral / active EE | $3,804 | $8,310-54.2% | $7,997-52.4% | $6,507-41.5% |
| Admin fee / account holder | $1,091 | $14,846-92.6% | $13,435-91.9% | $12,624-91.4% |