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 | $239,278 | $177,572+34.7% | $154,803+54.6% | $142,382+68.1% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.1%-4.7pp | 80.1%-6.8pp |
| Annual return | 12.90% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,735 | $4,810-43.1% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $4,668 | $6,272-25.6% | $5,540-15.7% | $6,507-28.3% |
| Admin fee / account holder | $6,267 | $16,786-62.7% | $14,329-56.3% | $12,624-50.4% |