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 | $243,853 | $177,572+37.3% | $154,803+57.5% | $142,382+71.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.05% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,791 | $4,810-21.2% | $4,305-11.9% | $4,299-11.8% |
| Participant deferral / active EE | $6,347 | $6,272+1.2% | $5,540+14.6% | $6,507-2.5% |
| Admin fee / account holder | $2,233 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |