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 | $209,909 | $121,625+72.6% | $104,607+100.7% | $158,922+32.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 7.72% | 465.26%-457.5pp | 340.46%-332.7pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,473 | $3,163-21.8% | $2,681-7.7% | $4,761-48.1% |
| Participant deferral / active EE | $9,521 | $4,177+127.9% | $3,740+154.6% | $5,982+59.2% |
| Admin fee / account holder | $1,627 | $7,787-79.1% | $6,473-74.9% | $11,246-85.5% |