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 | $242,905 | $107,334+126.3% | $92,893+161.5% | $152,861+58.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 26.59% | 145.58%-119.0pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $4,295 | $4,221+1.8% | $3,653+17.6% | $4,762-9.8% |
| Participant deferral / active EE | $5,779 | $4,845+19.3% | $4,236+36.4% | $5,850-1.2% |
| Admin fee / account holder | $11,750 | $7,079+66.0% | $5,794+102.8% | $11,596+1.3% |