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 | $248,672 | $117,841+111.0% | $102,423+142.8% | $145,922+70.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 19.21% | 31.65%-12.4pp | 29.32%-10.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $4,181 | $3,615+15.7% | $3,023+38.3% | $4,660-10.3% |
| Participant deferral / active EE | $4,740 | $5,731-17.3% | $5,053-6.2% | $6,688-29.1% |
| Admin fee / account holder | $4,183 | $13,326-68.6% | $9,451-55.7% | $13,397-68.8% |