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 | $239,151 | $94,752+152.4% | $112,887+111.8% | $139,434+71.5% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 18.74% | 40.88%-22.1pp | 34.10%-15.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,900 | $4,625-37.3% | $4,563-36.5% | $4,751-39.0% |
| Participant deferral / active EE | $8,746 | $6,512+34.3% | $6,513+34.3% | $6,710+30.3% |
| Admin fee / account holder | $24,107 | $8,527+182.7% | $7,047+242.1% | $11,403+111.4% |