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 5-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 | $213,286 | $177,572+20.1% | $154,803+37.8% | $142,382+49.8% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 19.28% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,139 | $4,810-55.5% | $4,305-50.3% | $4,299-50.2% |
| Participant deferral / active EE | $6,507 | $6,272+3.8% | $5,540+17.4% | $6,5070% |
| Admin fee / account holder | $1,510 | $16,786-91.0% | $14,329-89.5% | $12,624-88.0% |