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 | $238,217 | $183,519+29.8% | $155,509+53.2% | $145,922+63.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.21% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,132 | $5,313-41.0% | $4,672-33.0% | $4,660-32.8% |
| Participant deferral / active EE | $19,161 | $6,462+196.5% | $5,626+240.6% | $6,688+186.5% |
| Admin fee / account holder | $15,584 | $19,313-19.3% | $15,912-2.1% | $13,397+16.3% |