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 | $240,953 | $110,257+118.5% | $96,544+149.6% | $139,434+72.8% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.79% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,472 | $3,620-31.7% | $2,965-16.6% | $4,751-48.0% |
| Participant deferral / active EE | $12,530 | $5,548+125.8% | $4,851+158.3% | $6,710+86.7% |
| Admin fee / account holder | $3,951 | $11,591-65.9% | $8,252-52.1% | $11,403-65.4% |