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 | $238,375 | $109,881+116.9% | $150,045+58.9% | $84,808+181.1% |
| Participation rate | 76.4% | 76.1%+0.3pp | 82.3%-6.0pp | 68.3%+8.1pp |
| Annual return | 14.33% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,375 | $3,561-5.2% | $4,693-28.1% | $2,631+28.3% |
| Participant deferral / active EE | $9,378 | $6,636+41.3% | $7,997+17.3% | $4,212+122.7% |
| Admin fee / account holder | $30,604 | $8,568+257.2% | $13,435+127.8% | $7,344+316.7% |