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 | $193,435 | $177,572+8.9% | $154,803+25.0% | $142,382+35.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 12.76% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,243 | $4,810-74.2% | $4,305-71.1% | $4,299-71.1% |
| Participant deferral / active EE | $4,282 | $6,272-31.7% | $5,540-22.7% | $6,507-34.2% |
| Admin fee / account holder | $2,183 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |