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 | $209,749 | $98,240+113.5% | $82,313+154.8% | $147,584+42.1% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 11.29% | 30.85%-19.6pp | 25.88%-14.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,278 | $3,192-28.6% | $2,428-6.2% | $4,876-53.3% |
| Participant deferral / active EE | $14,372 | $4,383+227.9% | $3,706+287.8% | $5,439+164.2% |
| Admin fee / account holder | $8,940 | $8,563+4.4% | $5,608+59.4% | $10,885-17.9% |