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 | $232,589 | $183,519+26.7% | $155,509+49.6% | $145,922+59.4% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.96% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,769 | $5,313-66.7% | $4,672-62.1% | $4,660-62.0% |
| Participant deferral / active EE | $5,658 | $6,462-12.4% | $5,626+0.6% | $6,688-15.4% |
| Admin fee / account holder | $29,692 | $19,313+53.7% | $15,912+86.6% | $13,397+121.6% |