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 3-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 | $213,611 | $210,648+1.4% | $177,989+20.0% | $145,922+46.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.20% | 385.86%-372.7pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,486 | $4,565-67.4% | $3,949-62.4% | $4,660-68.1% |
| Participant deferral / active EE | $4,494 | $6,958-35.4% | $6,276-28.4% | $6,688-32.8% |
| Admin fee / account holder | $1,728 | $12,013-85.6% | $10,363-83.3% | $13,397-87.1% |