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 | $232,102 | $115,770+100.5% | $101,248+129.2% | $158,922+46.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 15.51% | 56.14%-40.6pp | 46.47%-31.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,430 | $4,175-41.8% | $3,660-33.6% | $4,761-49.0% |
| Participant deferral / active EE | $9,240 | $4,957+86.4% | $4,370+111.4% | $5,982+54.5% |
| Admin fee / account holder | $15,111 | $7,245+108.6% | $5,945+154.2% | $11,246+34.4% |