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 | $219,651 | $106,584+106.1% | $101,326+116.8% | $142,382+54.3% |
| Participation rate | 91.3% | 82.7%+8.6pp | 81.5%+9.8pp | 80.1%+11.2pp |
| Annual return | 12.76% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,599 | $8,297-44.6% | $7,994-42.5% | $6,507-29.3% |
| Admin fee / account holder | $15,841 | $11,446+38.4% | $11,185+41.6% | $12,624+25.5% |