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 | $248,984 | $112,881+120.6% | $90,951+173.8% | $158,922+56.7% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 22.40% | 215.79%-193.4pp | 134.60%-112.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,042 | $2,893-29.4% | $2,122-3.8% | $4,761-57.1% |
| Participant deferral / active EE | $3,948 | $4,128-4.3% | $3,373+17.1% | $5,982-34.0% |
| Admin fee / account holder | $10,211 | $8,041+27.0% | $5,959+71.4% | $11,246-9.2% |