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 | $242,195 | $179,726+34.8% | $156,263+55.0% | $142,382+70.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 14.15% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,968 | $5,069-21.7% | $4,333-8.4% | $4,299-7.7% |
| Participant deferral / active EE | $8,373 | $6,956+20.4% | $6,158+36.0% | $6,507+28.7% |
| Admin fee / account holder | $12,286 | $17,272-28.9% | $14,255-13.8% | $12,624-2.7% |