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 | $199,108 | $157,256+26.6% | $141,162+41.0% | $152,861+30.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 19.43% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,514 | $5,261-14.2% | $4,735-4.7% | $4,762-5.2% |
| Participant deferral / active EE | $8,510 | $7,109+19.7% | $6,709+26.8% | $5,850+45.5% |
| Admin fee / account holder | $1,540 | $12,120-87.3% | $10,261-85.0% | $11,596-86.7% |