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 | $220,270 | $159,602+38.0% | $150,045+46.8% | $142,382+54.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.47% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,566 | $4,961-28.1% | $4,693-24.0% | $4,299-17.0% |
| Participant deferral / active EE | $4,458 | $8,310-46.4% | $7,997-44.3% | $6,507-31.5% |
| Admin fee / account holder | $2,603 | $14,846-82.5% | $13,435-80.6% | $12,624-79.4% |