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 | $248,595 | $70,475+252.7% | $100,516+147.3% | $79,858+211.3% |
| Participation rate | 78.3% | 73.7%+4.6pp | 79.4%-1.1pp | 69.6%+8.6pp |
| Annual return | 21.62% | 21.90%-0.3pp | 30.89%-9.3pp | 31.71%-10.1pp |
| Employer contribution / active EE | $3,144 | $2,165+45.2% | $3,418-8.0% | $2,471+27.2% |
| Participant deferral / active EE | $7,761 | $5,181+49.8% | $6,270+23.8% | $3,740+107.5% |
| Admin fee / account holder | $870 | $4,478-80.6% | $8,081-89.2% | $5,306-83.6% |