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 | $198,279 | $93,571+111.9% | $135,903+45.9% | $75,163+163.8% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 19.06% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $4,116 | $3,537+16.4% | $4,856-15.2% | $2,670+54.2% |
| Participant deferral / active EE | $5,338 | $6,404-16.6% | $7,758-31.2% | $4,125+29.4% |
| Admin fee / account holder | $2,130 | $6,975-69.5% | $10,762-80.2% | $5,651-62.3% |