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 | $244,682 | $106,515+129.7% | $96,683+153.1% | $139,434+75.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 15.71% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,388 | $4,103-17.4% | $3,737-9.3% | $4,751-28.7% |
| Participant deferral / active EE | $5,157 | $5,454-5.4% | $4,878+5.7% | $6,710-23.2% |
| Admin fee / account holder | $78,678 | $7,877+898.9% | $6,730+1069.2% | $11,403+590.0% |