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 | $208,906 | $106,584+96.0% | $101,326+106.2% | $142,382+46.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 14.58% | 36.93%-22.4pp | 36.82%-22.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,349 | $3,956-40.6% | $3,665-35.9% | $4,299-45.4% |
| Participant deferral / active EE | $4,696 | $8,297-43.4% | $7,994-41.3% | $6,507-27.8% |
| Admin fee / account holder | $13,371 | $11,446+16.8% | $11,185+19.5% | $12,624+5.9% |