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 | $194,144 | $238,490-18.6% | $180,183+7.7% | $142,382+36.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 14.03% | 33.56%-19.5pp | 27.86%-13.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,040 | $6,143-17.9% | $5,0390% | $4,299+17.2% |
| Participant deferral / active EE | $11,474 | $7,996+43.5% | $6,822+68.2% | $6,507+76.3% |
| Admin fee / account holder | $867 | $28,866-97.0% | $19,975-95.7% | $12,624-93.1% |