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 | $229,551 | $214,378+7.1% | $200,582+14.4% | $142,382+61.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.62% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,484 | $6,841-63.7% | $6,419-61.3% | $4,299-42.2% |
| Participant deferral / active EE | $10,321 | $9,865+4.6% | $9,331+10.6% | $6,507+58.6% |
| Admin fee / account holder | $4,579 | $17,692-74.1% | $16,305-71.9% | $12,624-63.7% |