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 | $238,509 | $176,056+35.5% | $159,436+49.6% | $167,490+42.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 17.09% | 331.75%-314.7pp | 263.57%-246.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,491 | $5,297-53.0% | $4,829-48.4% | $4,837-48.5% |
| Participant deferral / active EE | $8,529 | $7,750+10.0% | $7,352+16.0% | $6,341+34.5% |
| Admin fee / account holder | $3,228 | $12,554-74.3% | $10,799-70.1% | $12,309-73.8% |