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 | $237,727 | $94,752+150.9% | $112,887+110.6% | $139,434+70.5% |
| Participation rate | 78.6% | 81.3%-2.7pp | 80.5%-1.9pp | 80.3%-1.7pp |
| Annual return | 19.47% | 40.88%-21.4pp | 34.10%-14.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,784 | $4,625-18.2% | $4,563-17.1% | $4,751-20.4% |
| Participant deferral / active EE | $3,895 | $6,512-40.2% | $6,513-40.2% | $6,710-42.0% |
| Admin fee / account holder | $1,072 | $8,527-87.4% | $7,047-84.8% | $11,403-90.6% |