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 | $193,653 | $183,519+5.5% | $155,509+24.5% | $145,922+32.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.56% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,310 | $5,313-37.7% | $4,672-29.2% | $4,660-29.0% |
| Participant deferral / active EE | $4,342 | $6,462-32.8% | $5,626-22.8% | $6,688-35.1% |
| Admin fee / account holder | $6,866 | $19,313-64.4% | $15,912-56.8% | $13,397-48.7% |