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 | $215,969 | $107,452+101.0% | $91,541+135.9% | $142,382+51.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 11.70% | 22.06%-10.4pp | 20.50%-8.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,661 | $2,994-11.1% | $2,505+6.2% | $4,299-38.1% |
| Participant deferral / active EE | $5,712 | $4,754+20.1% | $4,008+42.5% | $6,507-12.2% |
| Admin fee / account holder | $27,909 | $8,834+215.9% | $6,956+301.2% | $12,624+121.1% |