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 | $229,362 | $183,519+25.0% | $155,509+47.5% | $145,922+57.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.99% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,686 | $5,313-49.4% | $4,672-42.5% | $4,660-42.4% |
| Participant deferral / active EE | $7,499 | $6,462+16.0% | $5,626+33.3% | $6,688+12.1% |
| Admin fee / account holder | $1,047 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |