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 | $223,017 | $177,572+25.6% | $154,803+44.1% | $142,382+56.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,295 | $4,810-52.3% | $4,305-46.7% | $4,299-46.6% |
| Participant deferral / active EE | $6,041 | $6,272-3.7% | $5,540+9.0% | $6,507-7.2% |
| Admin fee / account holder | $9,059 | $16,786-46.0% | $14,329-36.8% | $12,624-28.2% |