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 | $213,541 | $176,056+21.3% | $159,436+33.9% | $167,490+27.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.97% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,778 | $5,297-9.8% | $4,829-1.1% | $4,837-1.2% |
| Participant deferral / active EE | $7,458 | $7,750-3.8% | $7,352+1.4% | $6,341+17.6% |
| Admin fee / account holder | $1,833 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |