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 | $202,431 | $106,584+89.9% | $101,326+99.8% | $142,382+42.2% |
| Participation rate | 95.7% | 82.7%+13.0pp | 81.5%+14.2pp | 80.1%+15.5pp |
| Annual return | 14.92% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $7,147 | $3,956+80.7% | $3,665+95.0% | $4,299+66.2% |
| Participant deferral / active EE | $5,061 | $8,297-39.0% | $7,994-36.7% | $6,507-22.2% |
| Admin fee / account holder | $11,736 | $11,446+2.5% | $11,185+4.9% | $12,624-7.0% |