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 | $205,964 | $117,841+74.8% | $102,423+101.1% | $145,922+41.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.41% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,110 | $3,615-69.3% | $3,023-63.3% | $4,660-76.2% |
| Participant deferral / active EE | $4,270 | $5,731-25.5% | $5,053-15.5% | $6,688-36.2% |
| Admin fee / account holder | $5,197 | $13,326-61.0% | $9,451-45.0% | $13,397-61.2% |