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 | $209,863 | $127,777+64.2% | $106,548+97.0% | $167,490+25.3% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 15.88% | 33.87%-18.0pp | 26.80%-10.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,797 | $3,427-47.6% | $2,819-36.2% | $4,837-62.8% |
| Participant deferral / active EE | $5,037 | $5,087-1.0% | $4,398+14.5% | $6,341-20.6% |
| Admin fee / account holder | $4,538 | $11,228-59.6% | $7,407-38.7% | $12,309-63.1% |