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 | $228,362 | $106,515+114.4% | $96,683+136.2% | $139,434+63.8% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 14.41% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $9,787 | $4,103+138.6% | $3,737+161.9% | $4,751+106.0% |
| Participant deferral / active EE | $10,085 | $5,454+84.9% | $4,878+106.7% | $6,710+50.3% |
| Admin fee / account holder | $6,330 | $7,877-19.6% | $6,730-5.9% | $11,403-44.5% |