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 | $215,433 | $91,538+135.3% | $129,995+65.7% | $75,163+186.6% |
| Participation rate | 79.6% | 71.4%+8.2pp | 78.5%+1.1pp | 67.2%+12.4pp |
| Annual return | 26.13% | -631.11%+657.2pp | -137.18%+163.3pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,114 | $2,845-25.7% | $4,320-51.1% | $2,670-20.8% |
| Participant deferral / active EE | $8,879 | $4,341+104.5% | $5,820+52.6% | $4,125+115.2% |
| Admin fee / account holder | $6,474 | $6,790-4.7% | $10,614-39.0% | $5,651+14.6% |