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 | $242,382 | $89,753+170.1% | $107,525+125.4% | $84,808+185.8% |
| Participation rate | 72.4% | 68.1%+4.3pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 16.20% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,704 | $3,113-13.1% | $3,754-28.0% | $2,631+2.8% |
| Participant deferral / active EE | $5,338 | $4,056+31.6% | $5,116+4.4% | $4,212+26.8% |
| Admin fee / account holder | $28,281 | $7,222+291.6% | $8,919+217.1% | $7,344+285.1% |