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 | $206,366 | $115,770+78.3% | $101,248+103.8% | $158,922+29.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.71% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,913 | $4,175-30.2% | $3,660-20.4% | $4,761-38.8% |
| Participant deferral / active EE | $6,774 | $4,957+36.6% | $4,370+55.0% | $5,982+13.2% |
| Admin fee / account holder | $78,838 | $7,245+988.2% | $5,945+1226.0% | $11,246+601.1% |