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 | $242,226 | $176,812+37.0% | $146,665+65.2% | $167,490+44.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.14% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,130 | $5,160-58.7% | $4,136-48.5% | $4,837-56.0% |
| Participant deferral / active EE | $2,414 | $6,440-62.5% | $5,506-56.2% | $6,341-61.9% |
| Admin fee / account holder | $6,015 | $13,259-54.6% | $10,280-41.5% | $12,309-51.1% |