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 | $189,184 | $217,402-13.0% | $185,823+1.8% | $167,490+13.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.56% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,024 | $5,873-65.5% | $5,167-60.8% | $4,837-58.2% |
| Participant deferral / active EE | $7,090 | $6,356+11.5% | $5,568+27.3% | $6,341+11.8% |
| Admin fee / account holder | $880 | $19,811-95.6% | $16,237-94.6% | $12,309-92.8% |