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 | $234,942 | $755,339-68.9% | $379,746-38.1% | $158,922+47.8% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | 7.87% | 53.41%-45.5pp | 34.90%-27.0pp | 302.83%-295.0pp |
| Employer contribution / active EE | $5,828 | $4,685+24.4% | $3,540+64.6% | $4,761+22.4% |
| Participant deferral / active EE | $9,458 | $7,938+19.1% | $6,024+57.0% | $5,982+58.1% |
| Admin fee / account holder | $214,872 | $14,482+1383.7% | $7,927+2610.7% | $11,246+1810.7% |