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 | $220,314 | $175,202+25.7% | $149,673+47.2% | $139,434+58.0% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 19.32% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,260 | $5,474-77.0% | $4,818-73.8% | $4,751-73.5% |
| Participant deferral / active EE | $8,436 | $6,519+29.4% | $5,680+48.5% | $6,710+25.7% |
| Admin fee / account holder | $1,842 | $16,150-88.6% | $13,210-86.1% | $11,403-83.8% |