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 | $230,223 | $183,519+25.4% | $155,509+48.0% | $145,922+57.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.51% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,001 | $5,313-5.9% | $4,672+7.0% | $4,660+7.3% |
| Participant deferral / active EE | $6,327 | $6,462-2.1% | $5,626+12.5% | $6,688-5.4% |
| Admin fee / account holder | $57,986 | $19,313+200.2% | $15,912+264.4% | $13,397+332.8% |