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 | $238,563 | $124,319+91.9% | $111,297+114.3% | $167,490+42.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 13.74% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,839 | $3,435-46.5% | $2,731-32.7% | $4,837-62.0% |
| Participant deferral / active EE | $4,625 | $5,180-10.7% | $4,487+3.1% | $6,341-27.1% |
| Admin fee / account holder | $20,248 | $10,618+90.7% | $7,964+154.2% | $12,309+64.5% |