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 | $234,084 | $106,584+119.6% | $101,326+131.0% | $142,382+64.4% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 15.24% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,879 | $3,956-2.0% | $3,665+5.8% | $4,299-9.8% |
| Participant deferral / active EE | $9,008 | $8,297+8.6% | $7,994+12.7% | $6,507+38.4% |
| Admin fee / account holder | $22,267 | $11,446+94.5% | $11,185+99.1% | $12,624+76.4% |