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 | $207,947 | $133,922+55.3% | $116,228+78.9% | $142,382+46.0% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 13.04% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,929 | $3,446-44.0% | $2,994-35.6% | $4,299-55.1% |
| Participant deferral / active EE | $7,342 | $5,672+29.4% | $4,953+48.2% | $6,507+12.8% |
| Admin fee / account holder | $7,471 | $14,945-50.0% | $11,989-37.7% | $12,624-40.8% |