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 | $249,223 | $176,056+41.6% | $159,436+56.3% | $167,490+48.8% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 13.36% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,864 | $5,297-27.1% | $4,829-20.0% | $4,837-20.1% |
| Participant deferral / active EE | $5,981 | $7,750-22.8% | $7,352-18.6% | $6,341-5.7% |
| Admin fee / account holder | $7,581 | $12,554-39.6% | $10,799-29.8% | $12,309-38.4% |