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 3-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 | $197,712 | $165,984+19.1% | $164,813+20.0% | $145,922+35.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 16.40% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,641 | $5,273-49.9% | $4,341-39.1% | $4,660-43.3% |
| Participant deferral / active EE | $4,630 | $6,959-33.5% | $6,031-23.2% | $6,688-30.8% |
| Admin fee / account holder | $10,337 | $16,648-37.9% | $12,690-18.5% | $13,397-22.8% |