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 | $244,464 | $95,266+156.6% | $82,389+196.7% | $142,382+71.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 14.25% | 25.74%-11.5pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,278 | $4,809-11.0% | $4,155+3.0% | $6,507-34.3% |
| Admin fee / account holder | $24,737 | $8,563+188.9% | $7,231+242.1% | $12,624+96.0% |