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 | $247,617 | $73,933+234.9% | $96,683+156.1% | $75,163+229.4% |
| Participation rate | 83.6% | 66.4%+17.1pp | 74.3%+9.2pp | 67.2%+16.4pp |
| Annual return | 18.34% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,937 | $2,928+0.3% | $3,737-21.4% | $2,670+10.0% |
| Participant deferral / active EE | $7,057 | $3,659+92.9% | $4,878+44.7% | $4,125+71.1% |
| Admin fee / account holder | $33,744 | $5,216+546.9% | $6,730+401.4% | $5,651+497.1% |