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 | $246,307 | $157,256+56.6% | $141,162+74.5% | $152,861+61.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 16.99% | 64.32%-47.3pp | 71.39%-54.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,998 | $5,261-62.0% | $4,735-57.8% | $4,762-58.0% |
| Participant deferral / active EE | $4,453 | $7,109-37.4% | $6,709-33.6% | $5,850-23.9% |
| Admin fee / account holder | $25,020 | $12,120+106.4% | $10,261+143.8% | $11,596+115.8% |