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 | $235,706 | $144,119+63.5% | $117,854+100.0% | $147,584+59.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 19.52% | 531.15%-511.6pp | 335.08%-315.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,119 | $4,896-56.7% | $3,786-44.0% | $4,876-56.6% |
| Participant deferral / active EE | $7,776 | $5,316+46.3% | $4,482+73.5% | $5,439+43.0% |
| Admin fee / account holder | $6,859 | $10,886-37.0% | $8,020-14.5% | $10,885-37.0% |