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 | $216,373 | $175,202+23.5% | $149,673+44.6% | $139,434+55.2% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 14.70% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,704 | $5,474-50.6% | $4,818-43.9% | $4,751-43.1% |
| Participant deferral / active EE | $5,176 | $6,519-20.6% | $5,680-8.9% | $6,710-22.9% |
| Admin fee / account holder | $2,111 | $16,150-86.9% | $13,210-84.0% | $11,403-81.5% |