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 | $193,651 | $176,812+9.5% | $146,665+32.0% | $167,490+15.6% |
| Participation rate | 79.2% | 83.6%-4.4pp | 80.1%-0.9pp | 82.1%-2.9pp |
| Annual return | 18.61% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,427 | $5,160-72.3% | $4,136-65.5% | $4,837-70.5% |
| Participant deferral / active EE | $4,668 | $6,440-27.5% | $5,506-15.2% | $6,341-26.4% |
| Admin fee / account holder | $14,032 | $13,259+5.8% | $10,280+36.5% | $12,309+14.0% |