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 | $242,559 | $78,705+208.2% | $117,854+105.8% | $70,131+245.9% |
| Participation rate | 90.6% | 73.2%+17.4pp | 79.7%+11.0pp | 69.5%+21.1pp |
| Annual return | 13.67% | 23.30%-9.6pp | 335.08%-321.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,067 | $3,297-7.0% | $4,482-31.6% | $3,332-7.9% |
| Admin fee / account holder | $559 | $5,065-89.0% | $8,020-93.0% | $4,645-88.0% |