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 | $226,317 | $177,572+27.5% | $154,803+46.2% | $142,382+58.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 15.45% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,884 | $4,810-19.3% | $4,305-9.8% | $4,299-9.7% |
| Participant deferral / active EE | $13,185 | $6,272+110.2% | $5,540+138.0% | $6,507+102.6% |
| Admin fee / account holder | $7,458 | $16,786-55.6% | $14,329-47.9% | $12,624-40.9% |