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 | $217,817 | $70,669+208.2% | $169,368+28.6% | $75,163+189.8% |
| Participation rate | 76.9% | 64.8%+12.1pp | 77.1%-0.2pp | 67.2%+9.7pp |
| Annual return | 15.05% | 36.36%-21.3pp | 405.60%-390.6pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,417 | $2,211-35.9% | $4,013-64.7% | $2,670-46.9% |
| Participant deferral / active EE | $6,142 | $4,311+42.5% | $6,221-1.3% | $4,125+48.9% |
| Admin fee / account holder | $32,857 | $5,402+508.2% | $9,003+264.9% | $5,651+481.4% |