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 | $185,290 | $106,515+74.0% | $96,683+91.6% | $139,434+32.9% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 11.21% | 38.43%-27.2pp | 35.69%-24.5pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,566 | $4,103-37.5% | $3,737-31.3% | $4,751-46.0% |
| Participant deferral / active EE | $4,261 | $5,454-21.9% | $4,878-12.7% | $6,710-36.5% |
| Admin fee / account holder | $7,452 | $7,877-5.4% | $6,730+10.7% | $11,403-34.6% |