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 | $238,368 | $198,466+20.1% | $170,442+39.9% | $147,584+61.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.81% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,366 | $6,184-61.7% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $4,280 | $5,629-24.0% | $4,939-13.4% | $5,439-21.3% |
| Admin fee / account holder | $11,808 | $16,852-29.9% | $13,880-14.9% | $10,885+8.5% |