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 | $231,219 | $238,490-3.0% | $180,183+28.3% | $142,382+62.4% |
| Participation rate | 86.4% | 82.3%+4.1pp | 77.4%+8.9pp | 80.1%+6.2pp |
| Annual return | 15.22% | 33.56%-18.3pp | 27.86%-12.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,091 | $6,143-33.4% | $5,039-18.8% | $4,299-4.8% |
| Participant deferral / active EE | $9,671 | $7,996+20.9% | $6,822+41.8% | $6,507+48.6% |
| Admin fee / account holder | $12,770 | $28,866-55.8% | $19,975-36.1% | $12,624+1.2% |