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 | $240,938 | $176,056+36.9% | $159,436+51.1% | $167,490+43.9% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 10.04% | 331.75%-321.7pp | 263.57%-253.5pp | 478.56%-468.5pp |
| Employer contribution / active EE | $4,516 | $5,297-14.8% | $4,829-6.5% | $4,837-6.7% |
| Participant deferral / active EE | $5,358 | $7,750-30.9% | $7,352-27.1% | $6,341-15.5% |
| Admin fee / account holder | $22,176 | $12,554+76.6% | $10,799+105.4% | $12,309+80.2% |