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 | $200,308 | $154,117+30.0% | $129,995+54.1% | $139,434+43.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 20.51% | 32.48%-12.0pp | -137.18%+157.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,822 | $5,289-46.6% | $4,320-34.7% | $4,751-40.6% |
| Participant deferral / active EE | $9,917 | $6,710+47.8% | $5,820+70.4% | $6,710+47.8% |
| Admin fee / account holder | $1,342 | $14,007-90.4% | $10,614-87.4% | $11,403-88.2% |