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 | $229,281 | $165,984+38.1% | $164,813+39.1% | $145,922+57.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 11.40% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,191 | $5,273-58.4% | $4,341-49.5% | $4,660-53.0% |
| Participant deferral / active EE | $5,356 | $6,959-23.0% | $6,031-11.2% | $6,688-19.9% |
| Admin fee / account holder | $1,387 | $16,648-91.7% | $12,690-89.1% | $13,397-89.6% |