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 | $228,612 | $162,781+40.4% | $133,956+70.7% | $158,922+43.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 19.75% | 41.94%-22.2pp | 45.09%-25.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,095 | $4,975-57.9% | $3,919-46.5% | $4,761-56.0% |
| Participant deferral / active EE | $12,021 | $5,911+103.4% | $5,048+138.1% | $5,982+100.9% |
| Admin fee / account holder | $1,380 | $11,736-88.2% | $8,927-84.5% | $11,246-87.7% |