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 | $210,364 | $148,534+41.6% | $135,903+54.8% | $139,434+50.9% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 17.12% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,588 | $5,243-31.6% | $4,856-26.1% | $4,751-24.5% |
| Participant deferral / active EE | $7,800 | $8,100-3.7% | $7,758+0.5% | $6,710+16.2% |
| Admin fee / account holder | $3,890 | $12,400-68.6% | $10,762-63.9% | $11,403-65.9% |