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 | $248,854 | $157,256+58.2% | $141,162+76.3% | $152,861+62.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 22.72% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,709 | $5,261-29.5% | $4,735-21.7% | $4,762-22.1% |
| Participant deferral / active EE | $8,710 | $7,109+22.5% | $6,709+29.8% | $5,850+48.9% |
| Admin fee / account holder | $4,106 | $12,120-66.1% | $10,261-60.0% | $11,596-64.6% |