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 | $237,867 | $89,753+165.0% | $107,525+121.2% | $84,808+180.5% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 13.15% | 29.48%-16.3pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,915 | $3,113-6.4% | $3,754-22.4% | $2,631+10.8% |
| Participant deferral / active EE | $8,491 | $4,056+109.3% | $5,116+66.0% | $4,212+101.6% |
| Admin fee / account holder | $17,014 | $7,222+135.6% | $8,919+90.8% | $7,344+131.7% |