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 | $222,344 | $177,572+25.2% | $154,803+43.6% | $142,382+56.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,659 | $4,810+17.6% | $4,305+31.4% | $4,299+31.6% |
| Participant deferral / active EE | $4,417 | $6,272-29.6% | $5,540-20.3% | $6,507-32.1% |
| Admin fee / account holder | $2,168 | $16,786-87.1% | $14,329-84.9% | $12,624-82.8% |