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 | $233,719 | $148,534+57.3% | $135,903+72.0% | $139,434+67.6% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 15.46% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,078 | $5,243-3.2% | $4,856+4.6% | $4,751+6.9% |
| Participant deferral / active EE | $11,648 | $8,100+43.8% | $7,758+50.1% | $6,710+73.6% |
| Admin fee / account holder | $7,864 | $12,400-36.6% | $10,762-26.9% | $11,403-31.0% |