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 | $195,413 | $179,726+8.7% | $156,263+25.1% | $142,382+37.2% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 14.80% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,397 | $5,069-33.0% | $4,333-21.6% | $4,299-21.0% |
| Participant deferral / active EE | $6,611 | $6,956-5.0% | $6,158+7.4% | $6,507+1.6% |
| Admin fee / account holder | $26,617 | $17,272+54.1% | $14,255+86.7% | $12,624+110.9% |