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 | $204,802 | $165,984+23.4% | $164,813+24.3% | $145,922+40.4% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 12.09% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $7,486 | $5,273+42.0% | $4,341+72.4% | $4,660+60.6% |
| Participant deferral / active EE | $4,923 | $6,959-29.3% | $6,031-18.4% | $6,688-26.4% |
| Admin fee / account holder | $1,471 | $16,648-91.2% | $12,690-88.4% | $13,397-89.0% |