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 | $183,563 | $159,901+14.8% | $146,958+24.9% | $145,922+25.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 16.63% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,126 | $5,286-78.7% | $4,933-77.2% | $4,660-75.8% |
| Participant deferral / active EE | $3,677 | $8,428-56.4% | $8,070-54.4% | $6,688-45.0% |
| Admin fee / account holder | $7,826 | $15,044-48.0% | $12,998-39.8% | $13,397-41.6% |