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 | $241,208 | $111,754+115.8% | $103,333+133.4% | $145,922+65.3% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 9.68% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,794 | $4,212+13.8% | $3,868+23.9% | $4,660+2.9% |
| Participant deferral / active EE | $6,837 | $5,619+21.7% | $5,057+35.2% | $6,688+2.2% |
| Admin fee / account holder | $4,326 | $9,750-55.6% | $8,355-48.2% | $13,397-67.7% |