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 | $239,841 | $214,378+11.9% | $200,582+19.6% | $142,382+68.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,447 | $6,841-49.6% | $6,419-46.3% | $4,299-19.8% |
| Participant deferral / active EE | $8,290 | $9,865-16.0% | $9,331-11.2% | $6,507+27.4% |
| Admin fee / account holder | $36,707 | $17,692+107.5% | $16,305+125.1% | $12,624+190.8% |