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 | $191,243 | $183,519+4.2% | $155,509+23.0% | $145,922+31.1% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 16.17% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,519 | $5,313+3.9% | $4,672+18.1% | $4,660+18.4% |
| Participant deferral / active EE | $6,200 | $6,462-4.1% | $5,626+10.2% | $6,688-7.3% |
| Admin fee / account holder | $1,618 | $19,313-91.6% | $15,912-89.8% | $13,397-87.9% |