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 | $228,205 | $165,335+38.0% | $149,696+52.4% | $158,922+43.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 19.16% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,904 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $2,656 | $7,181-63.0% | $6,842-61.2% | $5,982-55.6% |
| Admin fee / account holder | $10,350 | $10,807-4.2% | $9,309+11.2% | $11,246-8.0% |