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 | $205,826 | $157,256+30.9% | $141,162+45.8% | $152,861+34.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 15.74% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $3,400 | $5,261-35.4% | $4,735-28.2% | $4,762-28.6% |
| Participant deferral / active EE | $3,387 | $7,109-52.4% | $6,709-49.5% | $5,850-42.1% |
| Admin fee / account holder | $17,287 | $12,120+42.6% | $10,261+68.5% | $11,596+49.1% |