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 | $221,434 | $109,881+101.5% | $150,045+47.6% | $84,808+161.1% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 15.59% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,176 | $3,561+17.3% | $4,693-11.0% | $2,631+58.7% |
| Participant deferral / active EE | $11,556 | $6,636+74.1% | $7,997+44.5% | $4,212+174.4% |
| Admin fee / account holder | $2,070 | $8,568-75.8% | $13,435-84.6% | $7,344-71.8% |