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 | $223,738 | $114,381+95.6% | $107,525+108.1% | $142,382+57.1% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 15.37% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,474 | $4,015-38.4% | $3,754-34.1% | $4,299-42.5% |
| Participant deferral / active EE | $7,934 | $5,564+42.6% | $5,116+55.1% | $6,507+21.9% |
| Admin fee / account holder | $39,474 | $9,860+300.3% | $8,919+342.6% | $12,624+212.7% |