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 | $215,139 | $117,983+82.3% | $101,794+111.3% | $142,382+51.1% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 12.23% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,948 | $2,773+6.3% | $2,289+28.8% | $4,299-31.4% |
| Participant deferral / active EE | $5,700 | $4,714+20.9% | $4,084+39.6% | $6,507-12.4% |
| Admin fee / account holder | $8,386 | $10,433-19.6% | $8,777-4.5% | $12,624-33.6% |