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 | $236,095 | $124,319+89.9% | $111,297+112.1% | $167,490+41.0% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 11.03% | 37.44%-26.4pp | 54.65%-43.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,416 | $3,435-29.7% | $2,731-11.5% | $4,837-50.0% |
| Participant deferral / active EE | $9,901 | $5,180+91.1% | $4,487+120.6% | $6,341+56.1% |
| Admin fee / account holder | $43,263 | $10,618+307.5% | $7,964+443.2% | $12,309+251.5% |