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 | $194,786 | $80,968+140.6% | $96,544+101.8% | $75,163+159.1% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 18.61% | 27.06%-8.5pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,956 | $2,282-14.3% | $2,965-34.0% | $2,670-26.7% |
| Participant deferral / active EE | $6,779 | $3,928+72.6% | $4,851+39.8% | $4,125+64.3% |
| Admin fee / account holder | $21,277 | $6,724+216.4% | $8,252+157.8% | $5,651+276.5% |