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 | $194,670 | $103,376+88.3% | $87,100+123.5% | $152,861+27.4% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 12.33% | 28.10%-15.8pp | 28.19%-15.9pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,605 | $3,220-50.2% | $2,521-36.3% | $4,762-66.3% |
| Participant deferral / active EE | $3,802 | $4,778-20.4% | $4,049-6.1% | $5,850-35.0% |
| Admin fee / account holder | $15,877 | $12,205+30.1% | $7,497+111.8% | $11,596+36.9% |