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 | $229,362 | $127,777+79.5% | $106,548+115.3% | $167,490+36.9% |
| Participation rate | 95.5% | 78.3%+17.2pp | 76.1%+19.3pp | 82.1%+13.3pp |
| Annual return | 13.96% | 33.87%-19.9pp | 26.80%-12.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $5,155 | $3,427+50.4% | $2,819+82.9% | $4,837+6.6% |
| Participant deferral / active EE | $3,709 | $5,087-27.1% | $4,398-15.7% | $6,341-41.5% |
| Admin fee / account holder | $5,146 | $11,228-54.2% | $7,407-30.5% | $12,309-58.2% |