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 | $245,199 | $179,726+36.4% | $156,263+56.9% | $142,382+72.2% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.9%+2.3pp | 80.1%+1.1pp |
| Annual return | 14.63% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,966 | $5,069-61.2% | $4,333-54.6% | $4,299-54.3% |
| Participant deferral / active EE | $10,630 | $6,956+52.8% | $6,158+72.6% | $6,507+63.4% |
| Admin fee / account holder | $54,688 | $17,272+216.6% | $14,255+283.6% | $12,624+333.2% |