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 | $243,350 | $152,587+59.5% | $125,175+94.4% | $152,861+59.2% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.4%+0.2pp |
| Annual return | 18.98% | 54.84%-35.9pp | 43.79%-24.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,483 | $4,946+31.1% | $3,865+67.7% | $4,762+36.1% |
| Participant deferral / active EE | $8,266 | $5,868+40.9% | $4,937+67.4% | $5,850+41.3% |
| Admin fee / account holder | $28,231 | $13,434+110.1% | $9,702+191.0% | $11,596+143.4% |