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 | $238,804 | $114,381+108.8% | $107,525+122.1% | $142,382+67.7% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 13.55% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $21,286 | $4,015+430.2% | $3,754+467.1% | $4,299+395.1% |
| Participant deferral / active EE | $3,875 | $5,564-30.4% | $5,116-24.2% | $6,507-40.4% |
| Admin fee / account holder | $8,006 | $9,860-18.8% | $8,919-10.2% | $12,624-36.6% |