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 | $225,293 | $106,584+111.4% | $101,326+122.3% | $142,382+58.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 18.07% | 36.93%-18.9pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $13,563 | $3,956+242.9% | $3,665+270.0% | $4,299+215.5% |
| Participant deferral / active EE | $8,625 | $8,297+4.0% | $7,994+7.9% | $6,507+32.5% |
| Admin fee / account holder | $3,921 | $11,446-65.7% | $11,185-64.9% | $12,624-68.9% |