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 | $229,323 | $103,376+121.8% | $87,100+163.3% | $152,861+50.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 17.84% | 28.10%-10.3pp | 28.19%-10.4pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,188 | $3,220-32.0% | $2,521-13.2% | $4,762-54.0% |
| Participant deferral / active EE | $5,146 | $4,778+7.7% | $4,049+27.1% | $5,850-12.0% |
| Admin fee / account holder | $19,415 | $12,205+59.1% | $7,497+159.0% | $11,596+67.4% |