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 | $207,922 | $157,256+32.2% | $141,162+47.3% | $152,861+36.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 16.33% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,806 | $5,261-27.7% | $4,735-19.6% | $4,762-20.1% |
| Participant deferral / active EE | $6,388 | $7,109-10.1% | $6,709-4.8% | $5,850+9.2% |
| Admin fee / account holder | $2,056 | $12,120-83.0% | $10,261-80.0% | $11,596-82.3% |