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 | $190,521 | $175,202+8.7% | $149,673+27.3% | $139,434+36.6% |
| Participation rate | 85.0% | 83.4%+1.6pp | 78.8%+6.2pp | 80.3%+4.7pp |
| Annual return | 22.02% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $4,381 | $5,474-20.0% | $4,818-9.1% | $4,751-7.8% |
| Participant deferral / active EE | $5,460 | $6,519-16.2% | $5,680-3.9% | $6,710-18.6% |
| Admin fee / account holder | $1,287 | $16,150-92.0% | $13,210-90.3% | $11,403-88.7% |