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 | $240,455 | $124,319+93.4% | $111,297+116.0% | $167,490+43.6% |
| Participation rate | 72.2% | 79.6%-7.4pp | 77.3%-5.1pp | 82.1%-9.9pp |
| Annual return | 16.28% | 37.44%-21.2pp | 54.65%-38.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,581 | $3,435+4.2% | $2,731+31.1% | $4,837-26.0% |
| Participant deferral / active EE | $10,574 | $5,180+104.1% | $4,487+135.6% | $6,341+66.7% |
| Admin fee / account holder | $18,492 | $10,618+74.2% | $7,964+132.2% | $12,309+50.2% |