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 | $216,890 | $217,402-0.2% | $185,823+16.7% | $167,490+29.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 12.34% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $3,234 | $5,873-44.9% | $5,167-37.4% | $4,837-33.1% |
| Participant deferral / active EE | $7,232 | $6,356+13.8% | $5,568+29.9% | $6,341+14.0% |
| Admin fee / account holder | $12,151 | $19,811-38.7% | $16,237-25.2% | $12,309-1.3% |