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 | $246,528 | $77,899+216.5% | $149,673+64.7% | $75,163+228.0% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 16.71% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,466 | $3,137-21.4% | $4,818-48.8% | $2,670-7.6% |
| Participant deferral / active EE | $7,154 | $3,411+109.7% | $5,680+26.0% | $4,125+73.4% |
| Admin fee / account holder | $6,382 | $5,956+7.2% | $13,210-51.7% | $5,651+12.9% |