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 | $240,869 | $201,272+19.7% | $184,203+30.8% | $145,922+65.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 17.03% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,493 | $7,022-50.2% | $6,427-45.6% | $4,660-25.0% |
| Participant deferral / active EE | $15,003 | $9,806+53.0% | $9,131+64.3% | $6,688+124.3% |
| Admin fee / account holder | $10,262 | $16,364-37.3% | $13,901-26.2% | $13,397-23.4% |