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 | $241,049 | $98,750+144.1% | $149,696+61.0% | $79,858+201.8% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 17.50% | 27.43%-9.9pp | 276.60%-259.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,897 | $3,216-41.0% | $4,644-59.1% | $2,471-23.2% |
| Participant deferral / active EE | $13,083 | $5,680+130.3% | $6,842+91.2% | $3,740+249.8% |
| Admin fee / account holder | $480 | $6,053-92.1% | $9,309-94.8% | $5,306-90.9% |