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 | $223,463 | $89,753+149.0% | $107,525+107.8% | $84,808+163.5% |
| Participation rate | 76.1% | 68.1%+8.0pp | 75.1%+1.0pp | 68.3%+7.7pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,133 | $3,113-63.6% | $3,754-69.8% | $2,631-57.0% |
| Participant deferral / active EE | $11,326 | $4,056+179.2% | $5,116+121.4% | $4,212+168.9% |
| Admin fee / account holder | $869 | $7,222-88.0% | $8,919-90.3% | $7,344-88.2% |