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 5-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 | $215,598 | $209,411+3.0% | $178,490+20.8% | $158,922+35.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.05% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,830 | $5,706-67.9% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $9,978 | $5,954+67.6% | $5,202+91.8% | $5,982+66.8% |
| Admin fee / account holder | $3,631 | $17,074-78.7% | $13,984-74.0% | $11,246-67.7% |