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 | $235,584 | $176,056+33.8% | $159,436+47.8% | $167,490+40.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 17.62% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,762 | $5,297-10.1% | $4,829-1.4% | $4,837-1.6% |
| Participant deferral / active EE | $7,525 | $7,750-2.9% | $7,352+2.3% | $6,341+18.7% |
| Admin fee / account holder | $63,102 | $12,554+402.6% | $10,799+484.4% | $12,309+412.6% |