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 | $234,311 | $117,841+98.8% | $102,423+128.8% | $145,922+60.6% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 14.89% | 31.65%-16.8pp | 29.32%-14.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,294 | $3,615-8.9% | $3,023+8.9% | $4,660-29.3% |
| Participant deferral / active EE | $7,532 | $5,731+31.4% | $5,053+49.1% | $6,688+12.6% |
| Admin fee / account holder | $20,647 | $13,326+54.9% | $9,451+118.5% | $13,397+54.1% |