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 | $221,808 | $175,202+26.6% | $149,673+48.2% | $139,434+59.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 16.58% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,122 | $5,474-61.2% | $4,818-56.0% | $4,751-55.3% |
| Participant deferral / active EE | $12,569 | $6,519+92.8% | $5,680+121.3% | $6,710+87.3% |
| Admin fee / account holder | $2,048 | $16,150-87.3% | $13,210-84.5% | $11,403-82.0% |