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 | $195,646 | $110,257+77.4% | $96,544+102.7% | $139,434+40.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 12.81% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,045 | $3,620-43.5% | $2,965-31.0% | $4,751-57.0% |
| Participant deferral / active EE | $6,783 | $5,548+22.3% | $4,851+39.8% | $6,710+1.1% |
| Admin fee / account holder | $34,859 | $11,591+200.7% | $8,252+322.4% | $11,403+205.7% |