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 | $228,995 | $114,381+100.2% | $107,525+113.0% | $142,382+60.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 13.29% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,826 | $4,015-29.6% | $3,754-24.7% | $4,299-34.3% |
| Participant deferral / active EE | $5,561 | $5,564-0.1% | $5,116+8.7% | $6,507-14.5% |
| Admin fee / account holder | $129,401 | $9,860+1212.4% | $8,919+1350.9% | $12,624+925.1% |