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 | $230,456 | $183,519+25.6% | $155,509+48.2% | $145,922+57.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.89% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,094 | $5,313-60.6% | $4,672-55.2% | $4,660-55.1% |
| Participant deferral / active EE | $7,542 | $6,462+16.7% | $5,626+34.1% | $6,688+12.8% |
| Admin fee / account holder | $8,136 | $19,313-57.9% | $15,912-48.9% | $13,397-39.3% |