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 | $234,051 | $127,065+84.2% | $113,168+106.8% | $142,382+64.4% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 13.86% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,363 | $3,442-2.3% | $2,975+13.0% | $4,299-21.8% |
| Participant deferral / active EE | $5,706 | $5,716-0.2% | $5,107+11.7% | $6,507-12.3% |
| Admin fee / account holder | $91,373 | $15,736+480.7% | $12,068+657.2% | $12,624+623.8% |