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 | $234,910 | $226,064+3.9% | $182,532+28.7% | $152,861+53.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 11.84% | 192.51%-180.7pp | 148.54%-136.7pp | 345.32%-333.5pp |
| Employer contribution / active EE | $2,125 | $4,978-57.3% | $4,076-47.9% | $4,762-55.4% |
| Participant deferral / active EE | $6,869 | $6,368+7.9% | $5,524+24.3% | $5,850+17.4% |
| Admin fee / account holder | $4,771 | $10,703-55.4% | $8,592-44.5% | $11,596-58.9% |