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 | $235,556 | $176,056+33.8% | $159,436+47.7% | $167,490+40.6% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 14.19% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,161 | $5,297-40.3% | $4,829-34.6% | $4,837-34.7% |
| Participant deferral / active EE | $9,567 | $7,750+23.4% | $7,352+30.1% | $6,341+50.9% |
| Admin fee / account holder | $44,857 | $12,554+257.3% | $10,799+315.4% | $12,309+264.4% |