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 | $230,115 | $165,335+39.2% | $149,696+53.7% | $158,922+44.8% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 9.78% | 348.15%-338.4pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,770 | $5,103-45.7% | $4,644-40.4% | $4,761-41.8% |
| Participant deferral / active EE | $8,493 | $7,181+18.3% | $6,842+24.1% | $5,982+42.0% |
| Admin fee / account holder | $15,119 | $10,807+39.9% | $9,309+62.4% | $11,246+34.4% |