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 | $210,090 | $117,983+78.1% | $101,794+106.4% | $142,382+47.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 14.49% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,616 | $2,773+318.9% | $2,289+407.5% | $4,299+170.2% |
| Participant deferral / active EE | $2,039 | $4,714-56.7% | $4,084-50.1% | $6,507-68.7% |
| Admin fee / account holder | $181,615 | $10,433+1640.7% | $8,777+1969.2% | $12,624+1338.7% |