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 | $195,890 | $159,602+22.7% | $150,045+30.6% | $142,382+37.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 13.37% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,532 | $4,961-49.0% | $4,693-46.0% | $4,299-41.1% |
| Participant deferral / active EE | $7,879 | $8,310-5.2% | $7,997-1.5% | $6,507+21.1% |
| Admin fee / account holder | $8,072 | $14,846-45.6% | $13,435-39.9% | $12,624-36.1% |