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 | $209,033 | $94,625+120.9% | $116,228+79.8% | $84,808+146.5% |
| Participation rate | 70.6% | 70.4%+0.1pp | 74.6%-4.0pp | 68.3%+2.3pp |
| Annual return | 14.47% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,182 | $2,347-49.6% | $2,994-60.5% | $2,631-55.1% |
| Participant deferral / active EE | $9,128 | $3,972+129.8% | $4,953+84.3% | $4,212+116.7% |
| Admin fee / account holder | $44,725 | $10,091+343.2% | $11,989+273.1% | $7,344+509.0% |