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 | $200,368 | $177,572+12.8% | $154,803+29.4% | $142,382+40.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.99% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,474 | $4,810-69.4% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $4,368 | $6,272-30.3% | $5,540-21.2% | $6,507-32.9% |
| Admin fee / account holder | $13,036 | $16,786-22.3% | $14,329-9.0% | $12,624+3.3% |