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 | $182,952 | $159,602+14.6% | $150,045+21.9% | $142,382+28.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,933 | $4,961-20.7% | $4,693-16.2% | $4,299-8.5% |
| Participant deferral / active EE | $8,338 | $8,310+0.3% | $7,997+4.3% | $6,507+28.1% |
| Admin fee / account holder | $2,021 | $14,846-86.4% | $13,435-85.0% | $12,624-84.0% |