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 | $230,565 | $117,983+95.4% | $101,794+126.5% | $142,382+61.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 15.05% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,863 | $2,773-32.8% | $2,289-18.6% | $4,299-56.7% |
| Participant deferral / active EE | $5,114 | $4,714+8.5% | $4,084+25.2% | $6,507-21.4% |
| Admin fee / account holder | $1,241 | $10,433-88.1% | $8,777-85.9% | $12,624-90.2% |