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 | $223,948 | $104,974+113.3% | $95,585+134.3% | $142,382+57.3% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.1%+18.4pp | 80.1%+10.4pp |
| Annual return | 19.29% | 210.33%-191.0pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,143 | $2,779+13.1% | $2,527+24.4% | $4,299-26.9% |
| Participant deferral / active EE | $9,480 | $4,352+117.8% | $4,023+135.7% | $6,507+45.7% |
| Admin fee / account holder | $11,377 | $6,386+78.2% | $6,127+85.7% | $12,624-9.9% |