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 | $233,145 | $110,257+111.5% | $96,544+141.5% | $139,434+67.2% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 15.91% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,893 | $3,620-20.1% | $2,965-2.4% | $4,751-39.1% |
| Participant deferral / active EE | $9,714 | $5,548+75.1% | $4,851+100.2% | $6,710+44.8% |
| Admin fee / account holder | $34,839 | $11,591+200.6% | $8,252+322.2% | $11,403+205.5% |