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 | $184,365 | $126,574+45.7% | $106,213+73.6% | $145,922+26.3% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 13.17% | 224.79%-211.6pp | 116.14%-103.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,650 | $3,730-2.1% | $3,171+15.1% | $4,660-21.7% |
| Participant deferral / active EE | $9,197 | $5,724+60.7% | $5,016+83.4% | $6,688+37.5% |
| Admin fee / account holder | $8,543 | $17,304-50.6% | $11,033-22.6% | $13,397-36.2% |