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 | $229,056 | $176,056+30.1% | $159,436+43.7% | $167,490+36.8% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 10.45% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,958 | $5,297-63.0% | $4,829-59.4% | $4,837-59.5% |
| Participant deferral / active EE | $11,537 | $7,750+48.9% | $7,352+56.9% | $6,341+81.9% |
| Admin fee / account holder | $9,785 | $12,554-22.1% | $10,799-9.4% | $12,309-20.5% |