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 | $212,646 | $176,812+20.3% | $146,665+45.0% | $167,490+27.0% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 23.96% | 24.03%-0.1pp | 22.74%+1.2pp | 478.56%-454.6pp |
| Employer contribution / active EE | $5,425 | $5,160+5.1% | $4,136+31.2% | $4,837+12.1% |
| Participant deferral / active EE | $5,355 | $6,440-16.8% | $5,506-2.7% | $6,341-15.6% |
| Admin fee / account holder | $455 | $13,259-96.6% | $10,280-95.6% | $12,309-96.3% |