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 | $191,687 | $210,408-8.9% | $153,485+24.9% | $145,922+31.4% |
| Participation rate | 95.0% | 82.1%+12.9pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.06% | 13.37%+1.7pp | 15.65%-0.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,271 | $6,048-29.4% | $5,039-15.2% | $4,660-8.3% |
| Participant deferral / active EE | $9,200 | $7,975+15.4% | $6,757+36.2% | $6,688+37.6% |
| Admin fee / account holder | $23,630 | $19,419+21.7% | $12,724+85.7% | $13,397+76.4% |