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 | $194,815 | $157,256+23.9% | $141,162+38.0% | $152,861+27.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.46% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,575 | $5,261-32.0% | $4,735-24.5% | $4,762-24.9% |
| Participant deferral / active EE | $11,262 | $7,109+58.4% | $6,709+67.9% | $5,850+92.5% |
| Admin fee / account holder | $28,750 | $12,120+137.2% | $10,261+180.2% | $11,596+147.9% |