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 | $214,116 | $176,056+21.6% | $159,436+34.3% | $167,490+27.8% |
| Participation rate | 81.3% | 84.9%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 18.49% | 331.75%-313.3pp | 263.57%-245.1pp | 478.56%-460.1pp |
| Employer contribution / active EE | $4,982 | $5,297-5.9% | $4,829+3.2% | $4,837+3.0% |
| Participant deferral / active EE | $10,939 | $7,750+41.1% | $7,352+48.8% | $6,341+72.5% |
| Admin fee / account holder | $4,471 | $12,554-64.4% | $10,799-58.6% | $12,309-63.7% |