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 | $245,675 | $217,402+13.0% | $185,823+32.2% | $167,490+46.7% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 10.39% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,187 | $5,873-62.8% | $5,167-57.7% | $4,837-54.8% |
| Participant deferral / active EE | $5,667 | $6,356-10.8% | $5,568+1.8% | $6,341-10.6% |
| Admin fee / account holder | $1,249 | $19,811-93.7% | $16,237-92.3% | $12,309-89.9% |