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 | $225,646 | $117,841+91.5% | $102,423+120.3% | $145,922+54.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 12.47% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $9,059 | $3,615+150.6% | $3,023+199.6% | $4,660+94.4% |
| Participant deferral / active EE | $3,348 | $5,731-41.6% | $5,053-33.7% | $6,688-49.9% |
| Admin fee / account holder | $17,690 | $13,326+32.7% | $9,451+87.2% | $13,397+32.0% |