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 | $208,032 | $176,056+18.2% | $159,436+30.5% | $167,490+24.2% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 13.15% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,132 | $5,297-59.7% | $4,829-55.9% | $4,837-55.9% |
| Participant deferral / active EE | $10,040 | $7,750+29.5% | $7,352+36.6% | $6,341+58.3% |
| Admin fee / account holder | $8,966 | $12,554-28.6% | $10,799-17.0% | $12,309-27.2% |