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 | $233,281 | $176,056+32.5% | $159,436+46.3% | $167,490+39.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.61% | 331.75%-317.1pp | 263.57%-249.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,461 | $5,297-34.7% | $4,829-28.3% | $4,837-28.5% |
| Participant deferral / active EE | $8,875 | $7,750+14.5% | $7,352+20.7% | $6,341+40.0% |
| Admin fee / account holder | $4,688 | $12,554-62.7% | $10,799-56.6% | $12,309-61.9% |