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 | $196,705 | $185,822+5.9% | $169,993+15.7% | $139,434+41.1% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 13.76% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $6,076 | $7,590-20.0% | $6,785-10.5% | $4,751+27.9% |
| Participant deferral / active EE | $12,531 | $11,622+7.8% | $10,408+20.4% | $6,710+86.7% |
| Admin fee / account holder | $581 | $15,381-96.2% | $12,815-95.5% | $11,403-94.9% |