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 | $184,688 | $214,378-13.8% | $200,582-7.9% | $142,382+29.7% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 16.48% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,358 | $6,841-50.9% | $6,419-47.7% | $4,299-21.9% |
| Participant deferral / active EE | $11,488 | $9,865+16.5% | $9,331+23.1% | $6,507+76.5% |
| Admin fee / account holder | $11,407 | $17,692-35.5% | $16,305-30.0% | $12,624-9.6% |