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 | $212,793 | $183,519+16.0% | $155,509+36.8% | $145,922+45.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,485 | $5,313-53.2% | $4,672-46.8% | $4,660-46.7% |
| Participant deferral / active EE | $6,596 | $6,462+2.1% | $5,626+17.2% | $6,688-1.4% |
| Admin fee / account holder | $1,923 | $19,313-90.0% | $15,912-87.9% | $13,397-85.6% |