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 | $245,547 | $73,933+232.1% | $96,683+154.0% | $75,163+226.7% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.6pp | 67.2%+11.8pp |
| Annual return | 20.12% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,876 | $2,928+32.4% | $3,737+3.7% | $2,670+45.2% |
| Participant deferral / active EE | $8,543 | $3,659+133.5% | $4,878+75.1% | $4,125+107.1% |
| Admin fee / account holder | $2,217 | $5,216-57.5% | $6,730-67.1% | $5,651-60.8% |