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 | $243,770 | $127,065+91.8% | $113,168+115.4% | $142,382+71.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.61% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,480 | $3,442-28.0% | $2,975-16.7% | $4,299-42.3% |
| Participant deferral / active EE | $7,485 | $5,716+30.9% | $5,107+46.6% | $6,507+15.0% |
| Admin fee / account holder | $85,461 | $15,736+443.1% | $12,068+608.2% | $12,624+577.0% |