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 | $228,686 | $183,519+24.6% | $155,509+47.1% | $145,922+56.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 15.93% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $9,260 | $5,313+74.3% | $4,672+98.2% | $4,660+98.7% |
| Participant deferral / active EE | $7,903 | $6,462+22.3% | $5,626+40.5% | $6,688+18.2% |
| Admin fee / account holder | $8,969 | $19,313-53.6% | $15,912-43.6% | $13,397-33.0% |