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 | $197,466 | $210,648-6.3% | $177,989+10.9% | $145,922+35.3% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 12.81% | 385.86%-373.0pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,599 | $4,565-65.0% | $3,949-59.5% | $4,660-65.7% |
| Participant deferral / active EE | $4,435 | $6,958-36.3% | $6,276-29.3% | $6,688-33.7% |
| Admin fee / account holder | $5,626 | $12,013-53.2% | $10,363-45.7% | $13,397-58.0% |