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 | $224,106 | $106,584+110.3% | $101,326+121.2% | $142,382+57.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 12.77% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,507 | $3,956+39.2% | $3,665+50.2% | $4,299+28.1% |
| Participant deferral / active EE | $15,342 | $8,297+84.9% | $7,994+91.9% | $6,507+135.8% |
| Admin fee / account holder | $1,612 | $11,446-85.9% | $11,185-85.6% | $12,624-87.2% |