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 | $209,193 | $201,272+3.9% | $184,203+13.6% | $145,922+43.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 14.14% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,401 | $7,022-51.6% | $6,427-47.1% | $4,660-27.0% |
| Participant deferral / active EE | $11,813 | $9,806+20.5% | $9,131+29.4% | $6,688+76.6% |
| Admin fee / account holder | $27,729 | $16,364+69.5% | $13,901+99.5% | $13,397+107.0% |