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 | $247,077 | $159,901+54.5% | $146,958+68.1% | $145,922+69.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 16.29% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,181 | $5,286-39.8% | $4,933-35.5% | $4,660-31.7% |
| Participant deferral / active EE | $5,569 | $8,428-33.9% | $8,070-31.0% | $6,688-16.7% |
| Admin fee / account holder | $16,711 | $15,044+11.1% | $12,998+28.6% | $13,397+24.7% |