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 | $197,248 | $177,572+11.1% | $154,803+27.4% | $142,382+38.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 21.22% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,770 | $4,810-42.4% | $4,305-35.7% | $4,299-35.6% |
| Participant deferral / active EE | $11,541 | $6,272+84.0% | $5,540+108.3% | $6,507+77.3% |
| Admin fee / account holder | $3,561 | $16,786-78.8% | $14,329-75.2% | $12,624-71.8% |