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 | $224,561 | $177,572+26.5% | $154,803+45.1% | $142,382+57.7% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 11.43% | 65.07%-53.6pp | 58.88%-47.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,941 | $4,810-38.9% | $4,305-31.7% | $4,299-31.6% |
| Participant deferral / active EE | $4,927 | $6,272-21.4% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $39,771 | $16,786+136.9% | $14,329+177.6% | $12,624+215.1% |