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 | $231,211 | $183,519+26.0% | $155,509+48.7% | $145,922+58.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.22% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,378 | $5,313-74.1% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $9,394 | $6,462+45.4% | $5,626+67.0% | $6,688+40.5% |
| Admin fee / account holder | $5,898 | $19,313-69.5% | $15,912-62.9% | $13,397-56.0% |