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 | $189,515 | $117,841+60.8% | $102,423+85.0% | $145,922+29.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 15.14% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,680 | $3,615-25.9% | $3,023-11.4% | $4,660-42.5% |
| Participant deferral / active EE | $9,568 | $5,731+67.0% | $5,053+89.4% | $6,688+43.1% |
| Admin fee / account holder | $30,418 | $13,326+128.3% | $9,451+221.9% | $13,397+127.1% |