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 | $240,544 | $85,022+182.9% | $70,515+241.1% | $139,434+72.5% |
| Participation rate | 73.3% | 73.9%-0.6pp | 68.3%+5.0pp | 80.3%-7.0pp |
| Annual return | 15.32% | 30.38%-15.1pp | 32.77%-17.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,800 | $3,909-54.0% | $2,973-39.5% | $4,751-62.1% |
| Participant deferral / active EE | $7,013 | $5,890+19.1% | $4,567+53.6% | $6,710+4.5% |
| Admin fee / account holder | $551 | $8,906-93.8% | $6,412-91.4% | $11,403-95.2% |