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 | $225,391 | $115,770+94.7% | $101,248+122.6% | $158,922+41.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 8.06% | 56.14%-48.1pp | 46.47%-38.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $8,921 | $4,175+113.7% | $3,660+143.8% | $4,761+87.4% |
| Participant deferral / active EE | $9,495 | $4,957+91.5% | $4,370+117.3% | $5,982+58.7% |
| Admin fee / account holder | $5,311 | $7,245-26.7% | $5,945-10.7% | $11,246-52.8% |