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 | $213,370 | $110,261+93.5% | $95,745+122.9% | $139,434+53.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.56% | 27.11%-14.5pp | 28.35%-15.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,086 | $3,257-36.0% | $2,835-26.4% | $4,751-56.1% |
| Participant deferral / active EE | $10,365 | $4,676+121.7% | $4,245+144.2% | $6,710+54.5% |
| Admin fee / account holder | $1,705 | $6,613-74.2% | $5,678-70.0% | $11,403-85.1% |