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 | $216,277 | $144,119+50.1% | $117,854+83.5% | $147,584+46.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 16.21% | 531.15%-514.9pp | 335.08%-318.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,787 | $4,896-63.5% | $3,786-52.8% | $4,876-63.4% |
| Participant deferral / active EE | $4,455 | $5,316-16.2% | $4,482-0.6% | $5,439-18.1% |
| Admin fee / account holder | $4,524 | $10,886-58.4% | $8,020-43.6% | $10,885-58.4% |