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 | $213,974 | $165,335+29.4% | $149,696+42.9% | $158,922+34.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.96% | 348.15%-332.2pp | 276.60%-260.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,079 | $5,103-39.7% | $4,644-33.7% | $4,761-35.3% |
| Participant deferral / active EE | $13,166 | $7,181+83.3% | $6,842+92.4% | $5,982+120.1% |
| Admin fee / account holder | $2,546 | $10,807-76.4% | $9,309-72.6% | $11,246-77.4% |