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 | $230,167 | $177,572+29.6% | $154,803+48.7% | $142,382+61.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.11% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,446 | $4,810-49.1% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $5,368 | $6,272-14.4% | $5,540-3.1% | $6,507-17.5% |
| Admin fee / account holder | $2,519 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |