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 | $211,050 | $177,572+18.9% | $154,803+36.3% | $142,382+48.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 13.81% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,579 | $4,810-46.4% | $4,305-40.1% | $4,299-40.0% |
| Participant deferral / active EE | $7,618 | $6,272+21.5% | $5,540+37.5% | $6,507+17.1% |
| Admin fee / account holder | $8,299 | $16,786-50.6% | $14,329-42.1% | $12,624-34.3% |