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 | $221,279 | $89,753+146.5% | $107,525+105.8% | $84,808+160.9% |
| Participation rate | 71.8% | 68.1%+3.7pp | 75.1%-3.3pp | 68.3%+3.5pp |
| Annual return | 15.75% | 29.48%-13.7pp | 181.32%-165.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,996 | $3,113-3.8% | $3,754-20.2% | $2,631+13.9% |
| Participant deferral / active EE | $8,513 | $4,056+109.9% | $5,116+66.4% | $4,212+102.1% |
| Admin fee / account holder | $5,717 | $7,222-20.8% | $8,919-35.9% | $7,344-22.2% |