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 | $188,564 | $159,602+18.1% | $150,045+25.7% | $142,382+32.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 13.39% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,257 | $4,961-14.2% | $4,693-9.3% | $4,299-1.0% |
| Participant deferral / active EE | $9,210 | $8,310+10.8% | $7,997+15.2% | $6,507+41.5% |
| Admin fee / account holder | $10,311 | $14,846-30.5% | $13,435-23.3% | $12,624-18.3% |