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 | $248,794 | $163,101+52.5% | $136,749+81.9% | $142,382+74.7% |
| Participation rate | 78.3% | 78.2%0pp | 72.1%+6.1pp | 80.1%-1.9pp |
| Annual return | 11.09% | 27.54%-16.5pp | 24.33%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $8,696 | $4,117+111.2% | $3,400+155.8% | $4,299+102.3% |
| Participant deferral / active EE | $2,363 | $5,585-57.7% | $4,692-49.6% | $6,507-63.7% |
| Admin fee / account holder | $2,107 | $14,318-85.3% | $11,386-81.5% | $12,624-83.3% |