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 | $206,770 | $116,175+78.0% | $93,606+120.9% | $152,861+35.3% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 13.61% | 35.96%-22.4pp | 32.76%-19.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $5,480 | $3,218+70.3% | $2,718+101.6% | $4,762+15.1% |
| Participant deferral / active EE | $7,307 | $4,603+58.7% | $4,069+79.6% | $5,850+24.9% |
| Admin fee / account holder | $6,775 | $10,748-37.0% | $7,888-14.1% | $11,596-41.6% |