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 | $230,524 | $111,754+106.3% | $103,333+123.1% | $145,922+58.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $899 | $4,212-78.7% | $3,868-76.8% | $4,660-80.7% |
| Participant deferral / active EE | $7,187 | $5,619+27.9% | $5,057+42.1% | $6,688+7.5% |
| Admin fee / account holder | $1,681 | $9,750-82.8% | $8,355-79.9% | $13,397-87.5% |