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 | $248,681 | $198,466+25.3% | $170,442+45.9% | $147,584+68.5% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 18.34% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $6,534 | $6,184+5.7% | $5,433+20.3% | $4,876+34.0% |
| Participant deferral / active EE | $6,833 | $5,629+21.4% | $4,939+38.3% | $5,439+25.6% |
| Admin fee / account holder | $8,177 | $16,852-51.5% | $13,880-41.1% | $10,885-24.9% |