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 | $225,682 | $138,065+63.5% | $123,544+82.7% | $135,375+66.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 7.69% | 153.68%-146.0pp | 119.20%-111.5pp | 519.73%-512.0pp |
| Employer contribution / active EE | $3,948 | $5,151-23.4% | $4,628-14.7% | $4,779-17.4% |
| Participant deferral / active EE | $4,943 | $6,799-27.3% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $37,151 | $10,916+240.3% | $9,284+300.2% | $10,827+243.1% |