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 | $246,298 | $165,335+49.0% | $149,696+64.5% | $158,922+55.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 17.81% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $22,125 | $5,103+333.6% | $4,644+376.4% | $4,761+364.7% |
| Participant deferral / active EE | $12,687 | $7,181+76.7% | $6,842+85.4% | $5,982+112.1% |
| Admin fee / account holder | $104,472 | $10,807+866.8% | $9,309+1022.3% | $11,246+829.0% |