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 | $193,763 | $197,591-1.9% | $177,821+9.0% | $158,922+21.9% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 8.59% | 58.76%-50.2pp | 48.32%-39.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,649 | $6,697-75.4% | $5,918-72.1% | $4,761-65.4% |
| Participant deferral / active EE | $3,204 | $8,405-61.9% | $7,714-58.5% | $5,982-46.4% |
| Admin fee / account holder | $25,727 | $15,399+67.1% | $12,427+107.0% | $11,246+128.8% |