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 | $216,328 | $115,770+86.9% | $101,248+113.7% | $158,922+36.1% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 10.95% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,419 | $4,175-42.1% | $3,660-33.9% | $4,761-49.2% |
| Participant deferral / active EE | $4,530 | $4,957-8.6% | $4,370+3.7% | $5,982-24.3% |
| Admin fee / account holder | $731 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |