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 | $207,493 | $197,591+5.0% | $177,821+16.7% | $158,922+30.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.58% | 58.76%-35.2pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $3,219 | $6,697-51.9% | $5,918-45.6% | $4,761-32.4% |
| Participant deferral / active EE | $3,903 | $8,405-53.6% | $7,714-49.4% | $5,982-34.8% |
| Admin fee / account holder | $811 | $15,399-94.7% | $12,427-93.5% | $11,246-92.8% |