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 | $193,544 | $121,625+59.1% | $104,607+85.0% | $158,922+21.8% |
| Participation rate | 76.5% | 77.5%-1.1pp | 74.1%+2.4pp | 82.0%-5.5pp |
| Annual return | 15.09% | 465.26%-450.2pp | 340.46%-325.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,315 | $3,163-26.8% | $2,681-13.6% | $4,761-51.4% |
| Participant deferral / active EE | $8,569 | $4,177+105.1% | $3,740+129.1% | $5,982+43.2% |
| Admin fee / account holder | $16,681 | $7,787+114.2% | $6,473+157.7% | $11,246+48.3% |