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 | $230,571 | $99,985+130.6% | $146,665+57.2% | $85,850+168.6% |
| Participation rate | 76.9% | 73.1%+3.9pp | 80.1%-3.1pp | 69.3%+7.6pp |
| Annual return | 16.20% | 18.93%-2.7pp | 22.74%-6.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,776 | $2,559-30.6% | $4,136-57.1% | $2,565-30.7% |
| Participant deferral / active EE | $3,170 | $4,006-20.9% | $5,506-42.4% | $3,952-19.8% |
| Admin fee / account holder | $7,820 | $7,702+1.5% | $10,280-23.9% | $6,260+24.9% |