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 | $248,211 | $78,672+215.5% | $109,143+127.4% | $85,850+189.1% |
| Participation rate | 77.5% | 68.3%+9.2pp | 75.9%+1.6pp | 69.3%+8.2pp |
| Annual return | 12.96% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $3,459 | $2,735+26.5% | $3,722-7.1% | $2,565+34.8% |
| Participant deferral / active EE | $6,849 | $3,467+97.5% | $4,653+47.2% | $3,952+73.3% |
| Admin fee / account holder | $1,283 | $5,469-76.5% | $6,752-81.0% | $6,260-79.5% |