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 | $185,649 | $163,101+13.8% | $136,749+35.8% | $142,382+30.4% |
| Participation rate | 81.8% | 78.2%+3.6pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 24.33% | 27.54%-3.2pp | 24.33%0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $5,201 | $4,117+26.3% | $3,400+53.0% | $4,299+21.0% |
| Participant deferral / active EE | $1,755 | $5,585-68.6% | $4,692-62.6% | $6,507-73.0% |
| Admin fee / account holder | $19,560 | $14,318+36.6% | $11,386+71.8% | $12,624+54.9% |