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 | $231,997 | $114,237+103.1% | $119,258+94.5% | $167,490+38.5% |
| Participation rate | 92.9% | 83.7%+9.1pp | 82.7%+10.1pp | 82.1%+10.8pp |
| Annual return | 12.15% | 29.87%-17.7pp | 30.69%-18.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,253 | $4,481+17.2% | $4,384+19.8% | $4,837+8.6% |
| Participant deferral / active EE | $5,421 | $6,084-10.9% | $6,111-11.3% | $6,341-14.5% |
| Admin fee / account holder | $39,789 | $8,932+345.5% | $7,226+450.7% | $12,309+223.3% |