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 | $215,294 | $176,056+22.3% | $159,436+35.0% | $167,490+28.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 19.44% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,335 | $5,297-37.0% | $4,829-30.9% | $4,837-31.1% |
| Participant deferral / active EE | $5,414 | $7,750-30.1% | $7,352-26.4% | $6,341-14.6% |
| Admin fee / account holder | $2,594 | $12,554-79.3% | $10,799-76.0% | $12,309-78.9% |