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 | $198,555 | $177,572+11.8% | $154,803+28.3% | $142,382+39.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.61% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,616 | $4,810-66.4% | $4,305-62.5% | $4,299-62.4% |
| Participant deferral / active EE | $3,092 | $6,272-50.7% | $5,540-44.2% | $6,507-52.5% |
| Admin fee / account holder | $593 | $16,786-96.5% | $14,329-95.9% | $12,624-95.3% |