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 | $223,996 | $117,983+89.9% | $101,794+120.0% | $142,382+57.3% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.2%+22.1pp | 80.1%+11.2pp |
| Annual return | 16.17% | 36.92%-20.7pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,782 | $2,773+72.5% | $2,289+108.9% | $4,299+11.2% |
| Participant deferral / active EE | $5,089 | $4,714+8.0% | $4,084+24.6% | $6,507-21.8% |
| Admin fee / account holder | $4,468 | $10,433-57.2% | $8,777-49.1% | $12,624-64.6% |