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 | $239,492 | $117,983+103.0% | $101,794+135.3% | $142,382+68.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.06% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,450 | $2,773+60.5% | $2,289+94.4% | $4,299+3.5% |
| Participant deferral / active EE | $13,845 | $4,714+193.7% | $4,084+239.0% | $6,507+112.8% |
| Admin fee / account holder | $74,917 | $10,433+618.1% | $8,777+753.6% | $12,624+493.5% |