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 | $180,277 | $114,381+57.6% | $107,525+67.7% | $142,382+26.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.99% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,001 | $4,015-0.3% | $3,754+6.6% | $4,299-6.9% |
| Participant deferral / active EE | $12,782 | $5,564+129.7% | $5,116+149.9% | $6,507+96.4% |
| Admin fee / account holder | $11,241 | $9,860+14.0% | $8,919+26.0% | $12,624-11.0% |