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 | $240,667 | $86,286+178.9% | $111,297+116.2% | $85,850+180.3% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 11.44% | 19.99%-8.5pp | 54.65%-43.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $540 | $2,043-73.6% | $2,731-80.2% | $2,565-79.0% |
| Participant deferral / active EE | $5,271 | $3,641+44.8% | $4,487+17.5% | $3,952+33.4% |
| Admin fee / account holder | $1,905 | $8,188-76.7% | $7,964-76.1% | $6,260-69.6% |