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 | $248,050 | $217,402+14.1% | $185,823+33.5% | $167,490+48.1% |
| Participation rate | 70.6% | 86.0%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 16.07% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,884 | $5,873-67.9% | $5,167-63.5% | $4,837-61.1% |
| Participant deferral / active EE | $3,859 | $6,356-39.3% | $5,568-30.7% | $6,341-39.1% |
| Admin fee / account holder | $497 | $19,811-97.5% | $16,237-96.9% | $12,309-96.0% |