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 | $190,101 | $162,781+16.8% | $133,956+41.9% | $158,922+19.6% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 16.45% | 41.94%-25.5pp | 45.09%-28.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,209 | $4,975-35.5% | $3,919-18.1% | $4,761-32.6% |
| Participant deferral / active EE | $6,933 | $5,911+17.3% | $5,048+37.4% | $5,982+15.9% |
| Admin fee / account holder | $2,083 | $11,736-82.2% | $8,927-76.7% | $11,246-81.5% |