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 | $210,092 | $157,256+33.6% | $141,162+48.8% | $152,861+37.4% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 20.70% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,889 | $5,261-45.1% | $4,735-39.0% | $4,762-39.3% |
| Participant deferral / active EE | $7,012 | $7,109-1.4% | $6,709+4.5% | $5,850+19.9% |
| Admin fee / account holder | $742 | $12,120-93.9% | $10,261-92.8% | $11,596-93.6% |