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 | $225,253 | $86,929+159.1% | $102,423+119.9% | $80,856+178.6% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 14.73% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,310 | $2,369-44.7% | $3,023-56.7% | $2,755-52.4% |
| Participant deferral / active EE | $7,374 | $4,118+79.1% | $5,053+45.9% | $4,296+71.7% |
| Admin fee / account holder | $488 | $8,049-93.9% | $9,451-94.8% | $6,918-93.0% |