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 | $223,626 | $90,503+147.1% | $78,689+184.2% | $273,961-18.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.35% | 75.60%-65.3pp | 62.18%-51.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $14,538 | $3,176+357.8% | $2,851+410.0% | $4,869+198.6% |
| Participant deferral / active EE | $12,176 | $3,901+212.1% | $3,517+246.2% | $5,287+130.3% |
| Admin fee / account holder | $1,162 | $5,263-77.9% | $4,510-74.2% | $10,132-88.5% |