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 | $243,584 | $162,781+49.6% | $133,956+81.8% | $158,922+53.3% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 10.89% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,696 | $4,975-65.9% | $3,919-56.7% | $4,761-64.4% |
| Participant deferral / active EE | $3,762 | $5,911-36.4% | $5,048-25.5% | $5,982-37.1% |
| Admin fee / account holder | $2,118 | $11,736-82.0% | $8,927-76.3% | $11,246-81.2% |