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 | $220,132 | $133,922+64.4% | $116,228+89.4% | $142,382+54.6% |
| Participation rate | 95.5% | 77.9%+17.6pp | 74.6%+20.9pp | 80.1%+15.3pp |
| Annual return | 13.89% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,674 | $3,446-22.4% | $2,994-10.7% | $4,299-37.8% |
| Participant deferral / active EE | $5,231 | $5,672-7.8% | $4,953+5.6% | $6,507-19.6% |
| Admin fee / account holder | $8,547 | $14,945-42.8% | $11,989-28.7% | $12,624-32.3% |