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 | $245,384 | $111,754+119.6% | $103,333+137.5% | $145,922+68.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.60% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,493 | $4,212-17.1% | $3,868-9.7% | $4,660-25.0% |
| Participant deferral / active EE | $3,161 | $5,619-43.7% | $5,057-37.5% | $6,688-52.7% |
| Admin fee / account holder | $1,190 | $9,750-87.8% | $8,355-85.8% | $13,397-91.1% |