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 | $249,110 | $202,432+23.1% | $169,368+47.1% | $139,434+78.7% |
| Participation rate | 76.9% | 81.1%-4.1pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 25.58% | 531.74%-506.2pp | 405.60%-380.0pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,580 | $4,692-45.0% | $4,013-35.7% | $4,751-45.7% |
| Participant deferral / active EE | $6,478 | $6,938-6.6% | $6,221+4.1% | $6,710-3.5% |
| Admin fee / account holder | $10,315 | $10,708-3.7% | $9,003+14.6% | $11,403-9.5% |