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 | $192,753 | $111,754+72.5% | $103,333+86.5% | $145,922+32.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.11% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,085 | $4,212-26.8% | $3,868-20.2% | $4,660-33.8% |
| Participant deferral / active EE | $11,801 | $5,619+110.0% | $5,057+133.3% | $6,688+76.5% |
| Admin fee / account holder | $4,214 | $9,750-56.8% | $8,355-49.6% | $13,397-68.5% |