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 | $224,243 | $217,402+3.1% | $185,823+20.7% | $167,490+33.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.90% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,656 | $5,873-54.8% | $5,167-48.6% | $4,837-45.1% |
| Participant deferral / active EE | $5,540 | $6,356-12.8% | $5,568-0.5% | $6,341-12.6% |
| Admin fee / account holder | $9,741 | $19,811-50.8% | $16,237-40.0% | $12,309-20.9% |