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 | $249,504 | $159,602+56.3% | $150,045+66.3% | $142,382+75.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.63% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,328 | $4,961-53.1% | $4,693-50.4% | $4,299-45.8% |
| Participant deferral / active EE | $12,402 | $8,310+49.2% | $7,997+55.1% | $6,507+90.6% |
| Admin fee / account holder | $2,299 | $14,846-84.5% | $13,435-82.9% | $12,624-81.8% |