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 3-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 | $187,198 | $183,519+2.0% | $155,509+20.4% | $145,922+28.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 20.70% | 61.17%-40.5pp | 64.67%-44.0pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,713 | $5,313-67.8% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $7,024 | $6,462+8.7% | $5,626+24.8% | $6,688+5.0% |
| Admin fee / account holder | $1,471 | $19,313-92.4% | $15,912-90.8% | $13,397-89.0% |