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 | $207,381 | $157,256+31.9% | $141,162+46.9% | $152,861+35.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 23.73% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,285 | $5,261-75.6% | $4,735-72.9% | $4,762-73.0% |
| Participant deferral / active EE | $2,917 | $7,109-59.0% | $6,709-56.5% | $5,850-50.1% |
| Admin fee / account holder | $1,856 | $12,120-84.7% | $10,261-81.9% | $11,596-84.0% |