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 | $207,173 | $175,202+18.2% | $149,673+38.4% | $139,434+48.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 16.77% | 166.71%-149.9pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,271 | $5,474-58.5% | $4,818-52.9% | $4,751-52.2% |
| Participant deferral / active EE | $2,423 | $6,519-62.8% | $5,680-57.3% | $6,710-63.9% |
| Admin fee / account holder | $13,755 | $16,150-14.8% | $13,210+4.1% | $11,403+20.6% |