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 | $209,824 | $177,572+18.2% | $154,803+35.5% | $142,382+47.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 16.99% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $987 | $4,810-79.5% | $4,305-77.1% | $4,299-77.0% |
| Participant deferral / active EE | $6,726 | $6,272+7.2% | $5,540+21.4% | $6,507+3.4% |
| Admin fee / account holder | $56,264 | $16,786+235.2% | $14,329+292.7% | $12,624+345.7% |