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 | $209,465 | $165,984+26.2% | $164,813+27.1% | $145,922+43.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.41% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,105 | $5,273-22.1% | $4,341-5.4% | $4,660-11.9% |
| Participant deferral / active EE | $9,712 | $6,959+39.6% | $6,031+61.0% | $6,688+45.2% |
| Admin fee / account holder | $1,396 | $16,648-91.6% | $12,690-89.0% | $13,397-89.6% |