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 | $241,156 | $152,587+58.0% | $125,175+92.7% | $152,861+57.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 22.20% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,199 | $4,946-35.3% | $3,865-17.2% | $4,762-32.8% |
| Participant deferral / active EE | $3,418 | $5,868-41.7% | $4,937-30.8% | $5,850-41.6% |
| Admin fee / account holder | $2,132 | $13,434-84.1% | $9,702-78.0% | $11,596-81.6% |