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 | $221,129 | $104,974+110.7% | $95,585+131.3% | $142,382+55.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.38% | 210.33%-194.9pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,989 | $2,779+7.6% | $2,527+18.3% | $4,299-30.5% |
| Participant deferral / active EE | $7,627 | $4,352+75.2% | $4,023+89.6% | $6,507+17.2% |
| Admin fee / account holder | $15,726 | $6,386+146.3% | $6,127+156.7% | $12,624+24.6% |