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 | $184,784 | $177,572+4.1% | $154,803+19.4% | $142,382+29.8% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 19.79% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,345 | $4,810-30.5% | $4,305-22.3% | $4,299-22.2% |
| Participant deferral / active EE | $6,414 | $6,272+2.3% | $5,540+15.8% | $6,507-1.4% |
| Admin fee / account holder | $6,189 | $16,786-63.1% | $14,329-56.8% | $12,624-51.0% |