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 | $239,116 | $227,553+5.1% | $189,557+26.1% | $167,490+42.8% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 15.69% | 78.40%-62.7pp | 64.17%-48.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,601 | $5,316-69.9% | $4,412-63.7% | $4,837-66.9% |
| Participant deferral / active EE | $5,669 | $7,002-19.0% | $6,174-8.2% | $6,341-10.6% |
| Admin fee / account holder | $10,661 | $11,878-10.2% | $9,807+8.7% | $12,309-13.4% |