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 | $247,219 | $148,534+66.4% | $135,903+81.9% | $139,434+77.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.21% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $14,774 | $5,243+181.8% | $4,856+204.2% | $4,751+211.0% |
| Participant deferral / active EE | $10,955 | $8,100+35.2% | $7,758+41.2% | $6,710+63.3% |
| Admin fee / account holder | $7,012 | $12,400-43.5% | $10,762-34.8% | $11,403-38.5% |