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 | $229,205 | $176,056+30.2% | $159,436+43.8% | $167,490+36.8% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 13.23% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,390 | $5,297-36.0% | $4,829-29.8% | $4,837-29.9% |
| Participant deferral / active EE | $7,156 | $7,750-7.7% | $7,352-2.7% | $6,341+12.9% |
| Admin fee / account holder | $2,115 | $12,554-83.2% | $10,799-80.4% | $12,309-82.8% |