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 | $247,856 | $177,572+39.6% | $154,803+60.1% | $142,382+74.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.93% | 65.07%-47.1pp | 58.88%-41.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,069 | $4,810-36.2% | $4,305-28.7% | $4,299-28.6% |
| Participant deferral / active EE | $5,505 | $6,272-12.2% | $5,540-0.6% | $6,507-15.4% |
| Admin fee / account holder | $20,366 | $16,786+21.3% | $14,329+42.1% | $12,624+61.3% |