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 | $213,183 | $148,534+43.5% | $135,903+56.9% | $139,434+52.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.79% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $4,473 | $5,243-14.7% | $4,856-7.9% | $4,751-5.8% |
| Participant deferral / active EE | $8,326 | $8,100+2.8% | $7,758+7.3% | $6,710+24.1% |
| Admin fee / account holder | $1,295 | $12,400-89.6% | $10,762-88.0% | $11,403-88.6% |