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 | $215,683 | $99,877+115.9% | $84,966+153.8% | $145,922+47.8% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.70% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,268 | $3,231-60.8% | $2,727-53.5% | $4,660-72.8% |
| Participant deferral / active EE | $4,166 | $5,291-21.3% | $4,519-7.8% | $6,688-37.7% |
| Admin fee / account holder | $3,127 | $7,248-56.9% | $6,149-49.1% | $13,397-76.7% |