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 | $227,623 | $117,983+92.9% | $101,794+123.6% | $142,382+59.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 12.56% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,432 | $2,773-48.3% | $2,289-37.4% | $4,299-66.7% |
| Participant deferral / active EE | $6,413 | $4,714+36.1% | $4,084+57.0% | $6,507-1.4% |
| Admin fee / account holder | $3,829 | $10,433-63.3% | $8,777-56.4% | $12,624-69.7% |