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 | $242,370 | $185,822+30.4% | $169,993+42.6% | $139,434+73.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 16.86% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,107 | $7,590-59.1% | $6,785-54.2% | $4,751-34.6% |
| Participant deferral / active EE | $9,951 | $11,622-14.4% | $10,408-4.4% | $6,710+48.3% |
| Admin fee / account holder | $25,057 | $15,381+62.9% | $12,815+95.5% | $11,403+119.8% |