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 | $243,102 | $177,572+36.9% | $154,803+57.0% | $142,382+70.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.37% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,943 | $4,810-38.8% | $4,305-31.6% | $4,299-31.5% |
| Participant deferral / active EE | $7,332 | $6,272+16.9% | $5,540+32.3% | $6,507+12.7% |
| Admin fee / account holder | $1,088 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |