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 | $243,377 | $115,882+110.0% | $100,516+142.1% | $158,922+53.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 15.21% | 34.79%-19.6pp | 30.89%-15.7pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,448 | $4,103-64.7% | $3,418-57.6% | $4,761-69.6% |
| Participant deferral / active EE | $4,182 | $6,674-37.3% | $6,270-33.3% | $5,982-30.1% |
| Admin fee / account holder | $1,162 | $10,995-89.4% | $8,081-85.6% | $11,246-89.7% |