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 | $177,929 | $165,335+7.6% | $149,696+18.9% | $158,922+12.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 10.63% | 348.15%-337.5pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,386 | $5,103-33.6% | $4,644-27.1% | $4,761-28.9% |
| Participant deferral / active EE | $4,823 | $7,181-32.8% | $6,842-29.5% | $5,982-19.4% |
| Admin fee / account holder | $2,301 | $10,807-78.7% | $9,309-75.3% | $11,246-79.5% |