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 | $237,624 | $127,065+87.0% | $113,168+110.0% | $142,382+66.9% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 10.93% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,667 | $3,442+93.7% | $2,975+124.1% | $4,299+55.1% |
| Participant deferral / active EE | $4,349 | $5,716-23.9% | $5,107-14.8% | $6,507-33.2% |
| Admin fee / account holder | $24,141 | $15,736+53.4% | $12,068+100.0% | $12,624+91.2% |