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 | $224,899 | $179,726+25.1% | $156,263+43.9% | $142,382+58.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.27% | 77.86%-64.6pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,389 | $5,069-33.1% | $4,333-21.8% | $4,299-21.2% |
| Participant deferral / active EE | $3,932 | $6,956-43.5% | $6,158-36.1% | $6,507-39.6% |
| Admin fee / account holder | $17,326 | $17,272+0.3% | $14,255+21.5% | $12,624+37.3% |