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 | $220,958 | $179,726+22.9% | $156,263+41.4% | $142,382+55.2% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 20.03% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,450 | $5,069-51.7% | $4,333-43.5% | $4,299-43.0% |
| Participant deferral / active EE | $7,383 | $6,956+6.1% | $6,158+19.9% | $6,507+13.5% |
| Admin fee / account holder | $2,658 | $17,272-84.6% | $14,255-81.4% | $12,624-78.9% |