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 | $201,206 | $159,602+26.1% | $150,045+34.1% | $142,382+41.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,480 | $4,961-70.2% | $4,693-68.5% | $4,299-65.6% |
| Participant deferral / active EE | $4,675 | $8,310-43.7% | $7,997-41.5% | $6,507-28.1% |
| Admin fee / account holder | $14,121 | $14,846-4.9% | $13,435+5.1% | $12,624+11.9% |