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 | $232,963 | $185,822+25.4% | $169,993+37.0% | $139,434+67.1% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 14.69% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,846 | $7,590-49.3% | $6,785-43.3% | $4,751-19.0% |
| Participant deferral / active EE | $11,592 | $11,622-0.3% | $10,408+11.4% | $6,710+72.8% |
| Admin fee / account holder | $75,317 | $15,381+389.7% | $12,815+487.7% | $11,403+560.5% |