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 | $248,843 | $176,056+41.3% | $159,436+56.1% | $167,490+48.6% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 16.44% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,406 | $5,297-35.7% | $4,829-29.5% | $4,837-29.6% |
| Participant deferral / active EE | $8,206 | $7,750+5.9% | $7,352+11.6% | $6,341+29.4% |
| Admin fee / account holder | $14,991 | $12,554+19.4% | $10,799+38.8% | $12,309+21.8% |