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 | $234,609 | $163,101+43.8% | $136,749+71.6% | $142,382+64.8% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.12% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $8,090 | $4,117+96.5% | $3,400+138.0% | $4,299+88.2% |
| Participant deferral / active EE | $16,983 | $5,585+204.1% | $4,692+261.9% | $6,507+161.0% |
| Admin fee / account holder | $146,087 | $14,318+920.3% | $11,386+1183.0% | $12,624+1057.2% |