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 | $226,994 | $201,272+12.8% | $184,203+23.2% | $145,922+55.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 15.33% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,538 | $7,022-63.9% | $6,427-60.5% | $4,660-45.5% |
| Participant deferral / active EE | $3,548 | $9,806-63.8% | $9,131-61.1% | $6,688-46.9% |
| Admin fee / account holder | $19,334 | $16,364+18.2% | $13,901+39.1% | $13,397+44.3% |