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 | $237,343 | $117,841+101.4% | $102,423+131.7% | $145,922+62.7% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 13.20% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,359 | $3,615-7.1% | $3,023+11.1% | $4,660-27.9% |
| Participant deferral / active EE | $5,041 | $5,731-12.0% | $5,053-0.2% | $6,688-24.6% |
| Admin fee / account holder | $58,353 | $13,326+337.9% | $9,451+517.4% | $13,397+335.6% |