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 7-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 | $233,313 | $117,983+97.8% | $101,794+129.2% | $142,382+63.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 16.15% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,077 | $2,773+155.2% | $2,289+209.2% | $4,299+64.6% |
| Participant deferral / active EE | $16,393 | $4,714+247.8% | $4,084+301.4% | $6,507+151.9% |
| Admin fee / account holder | $2,160 | $10,433-79.3% | $8,777-75.4% | $12,624-82.9% |