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 | $230,142 | $107,334+114.4% | $92,893+147.7% | $152,861+50.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 22.38% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $916 | $4,221-78.3% | $3,653-74.9% | $4,762-80.8% |
| Participant deferral / active EE | $6,540 | $4,845+35.0% | $4,236+54.4% | $5,850+11.8% |
| Admin fee / account holder | $864 | $7,079-87.8% | $5,794-85.1% | $11,596-92.6% |