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 | $223,024 | $165,984+34.4% | $164,813+35.3% | $145,922+52.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.16% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,522 | $5,273-71.1% | $4,341-64.9% | $4,660-67.3% |
| Participant deferral / active EE | $3,555 | $6,959-48.9% | $6,031-41.1% | $6,688-46.8% |
| Admin fee / account holder | $646 | $16,648-96.1% | $12,690-94.9% | $13,397-95.2% |