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 | $208,221 | $217,402-4.2% | $185,823+12.1% | $167,490+24.3% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 11.95% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,997 | $5,873-49.0% | $5,167-42.0% | $4,837-38.0% |
| Participant deferral / active EE | $4,262 | $6,356-32.9% | $5,568-23.4% | $6,341-32.8% |
| Admin fee / account holder | $3,111 | $19,811-84.3% | $16,237-80.8% | $12,309-74.7% |