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 | $214,867 | $117,983+82.1% | $101,794+111.1% | $142,382+50.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 15.60% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,375 | $2,773+166.0% | $2,289+222.2% | $4,299+71.5% |
| Participant deferral / active EE | $8,975 | $4,714+90.4% | $4,084+119.7% | $6,507+37.9% |
| Admin fee / account holder | $22,915 | $10,433+119.6% | $8,777+161.1% | $12,624+81.5% |