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 | $194,827 | $118,450+64.5% | $98,439+97.9% | $139,434+39.7% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 21.82% | 18.94%+2.9pp | 21.16%+0.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,896 | $3,609-19.8% | $3,048-5.0% | $4,751-39.0% |
| Participant deferral / active EE | $4,813 | $5,392-10.7% | $4,738+1.6% | $6,710-28.3% |
| Admin fee / account holder | $4,514 | $14,026-67.8% | $8,948-49.6% | $11,403-60.4% |