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 | $214,180 | $209,411+2.3% | $178,490+20.0% | $158,922+34.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.42% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,151 | $5,706-44.8% | $5,011-37.1% | $4,761-33.8% |
| Participant deferral / active EE | $5,050 | $5,954-15.2% | $5,202-2.9% | $5,982-15.6% |
| Admin fee / account holder | $4,228 | $17,074-75.2% | $13,984-69.8% | $11,246-62.4% |