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 | $225,930 | $177,572+27.2% | $154,803+45.9% | $142,382+58.7% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.1%-1.9pp | 80.1%-3.9pp |
| Annual return | 13.76% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $18,818 | $4,810+291.2% | $4,305+337.1% | $4,299+337.7% |
| Participant deferral / active EE | $7,399 | $6,272+18.0% | $5,540+33.6% | $6,507+13.7% |
| Admin fee / account holder | $8,865 | $16,786-47.2% | $14,329-38.1% | $12,624-29.8% |