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 | $208,510 | $159,901+30.4% | $146,958+41.9% | $145,922+42.9% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 11.73% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,588 | $5,286-70.0% | $4,933-67.8% | $4,660-65.9% |
| Participant deferral / active EE | $6,515 | $8,428-22.7% | $8,070-19.3% | $6,688-2.6% |
| Admin fee / account holder | $13,313 | $15,044-11.5% | $12,998+2.4% | $13,397-0.6% |