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 | $206,962 | $148,534+39.3% | $135,903+52.3% | $139,434+48.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 25.02% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $4,189 | $5,243-20.1% | $4,856-13.7% | $4,751-11.8% |
| Participant deferral / active EE | $9,656 | $8,100+19.2% | $7,758+24.5% | $6,710+43.9% |
| Admin fee / account holder | $3,264 | $12,400-73.7% | $10,762-69.7% | $11,403-71.4% |