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 | $232,552 | $176,056+32.1% | $159,436+45.9% | $167,490+38.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.49% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,442 | $5,297-72.8% | $4,829-70.1% | $4,837-70.2% |
| Participant deferral / active EE | $5,493 | $7,750-29.1% | $7,352-25.3% | $6,341-13.4% |
| Admin fee / account holder | $30,300 | $12,554+141.4% | $10,799+180.6% | $12,309+146.2% |