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 | $217,472 | $165,984+31.0% | $164,813+32.0% | $145,922+49.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.03% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $27,531 | $5,273+422.1% | $4,341+534.2% | $4,660+490.8% |
| Participant deferral / active EE | $6,915 | $6,959-0.6% | $6,031+14.7% | $6,688+3.4% |
| Admin fee / account holder | $502,039 | $16,648+2915.7% | $12,690+3856.2% | $13,397+3647.4% |