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 | $213,047 | $201,272+5.9% | $184,203+15.7% | $145,922+46.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,180 | $7,022-68.9% | $6,427-66.1% | $4,660-53.2% |
| Participant deferral / active EE | $9,578 | $9,806-2.3% | $9,131+4.9% | $6,688+43.2% |
| Admin fee / account holder | $3,312 | $16,364-79.8% | $13,901-76.2% | $13,397-75.3% |