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 | $234,112 | $157,256+48.9% | $141,162+65.8% | $152,861+53.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.45% | 64.32%-43.9pp | 71.39%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,284 | $5,261-37.6% | $4,735-30.6% | $4,762-31.0% |
| Participant deferral / active EE | $7,168 | $7,109+0.8% | $6,709+6.8% | $5,850+22.5% |
| Admin fee / account holder | $904 | $12,120-92.5% | $10,261-91.2% | $11,596-92.2% |