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 | $221,242 | $127,065+74.1% | $113,168+95.5% | $142,382+55.4% |
| Participation rate | 70.6% | 79.2%-8.6pp | 76.6%-6.0pp | 80.1%-9.5pp |
| Annual return | 17.97% | 24.03%-6.1pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $954 | $3,442-72.3% | $2,975-67.9% | $4,299-77.8% |
| Participant deferral / active EE | $2,228 | $5,716-61.0% | $5,107-56.4% | $6,507-65.8% |
| Admin fee / account holder | $14,146 | $15,736-10.1% | $12,068+17.2% | $12,624+12.1% |