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 | $224,020 | $117,983+89.9% | $101,794+120.1% | $142,382+57.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.33% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,162 | $2,773-22.0% | $2,289-5.5% | $4,299-49.7% |
| Participant deferral / active EE | $7,383 | $4,714+56.6% | $4,084+80.8% | $6,507+13.5% |
| Admin fee / account holder | $17,732 | $10,433+70.0% | $8,777+102.0% | $12,624+40.5% |