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 | $219,638 | $175,202+25.4% | $149,673+46.7% | $139,434+57.5% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 17.14% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,487 | $5,474-54.6% | $4,818-48.4% | $4,751-47.6% |
| Participant deferral / active EE | $3,624 | $6,519-44.4% | $5,680-36.2% | $6,710-46.0% |
| Admin fee / account holder | $34,110 | $16,150+111.2% | $13,210+158.2% | $11,403+199.1% |