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 | $218,070 | $100,923+116.1% | $150,045+45.3% | $74,304+193.5% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.3%-8.8pp | 60.3%+13.2pp |
| Annual return | 16.40% | 51.77%-35.4pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,231 | $6,709+97.2% | $7,997+65.4% | $3,767+251.2% |
| Admin fee / account holder | $7,217 | $2,767+160.8% | $13,435-46.3% | $2,969+143.1% |