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 | $182,747 | $110,257+65.7% | $96,544+89.3% | $139,434+31.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.79% | 26.32%-13.5pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $15,655 | $3,620+332.5% | $2,965+428.0% | $4,751+229.5% |
| Participant deferral / active EE | $7,804 | $5,548+40.7% | $4,851+60.9% | $6,710+16.3% |
| Admin fee / account holder | $3,646 | $11,591-68.5% | $8,252-55.8% | $11,403-68.0% |