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 5-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 | $151,415 | $159,602-5.1% | $150,045+0.9% | $142,382+6.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 15.38% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,571 | $4,961-7.9% | $4,693-2.6% | $4,299+6.3% |
| Participant deferral / active EE | $8,905 | $8,310+7.2% | $7,997+11.3% | $6,507+36.8% |
| Admin fee / account holder | $17,328 | $14,846+16.7% | $13,435+29.0% | $12,624+37.3% |