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 | $231,291 | $133,922+72.7% | $116,228+99.0% | $142,382+62.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 14.06% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,284 | $3,446+24.3% | $2,994+43.1% | $4,299-0.3% |
| Participant deferral / active EE | $3,430 | $5,672-39.5% | $4,953-30.7% | $6,507-47.3% |
| Admin fee / account holder | $1,244 | $14,945-91.7% | $11,989-89.6% | $12,624-90.1% |