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 | $233,777 | $201,272+16.1% | $184,203+26.9% | $145,922+60.2% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 16.10% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,848 | $7,022-31.0% | $6,427-24.6% | $4,660+4.0% |
| Participant deferral / active EE | $9,393 | $9,806-4.2% | $9,131+2.9% | $6,688+40.5% |
| Admin fee / account holder | $2,943 | $16,364-82.0% | $13,901-78.8% | $13,397-78.0% |