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 | $201,303 | $124,319+61.9% | $111,297+80.9% | $167,490+20.2% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 20.86% | 37.44%-16.6pp | 54.65%-33.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,523 | $3,435-26.6% | $2,731-7.6% | $4,837-47.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10,011 | $10,618-5.7% | $7,964+25.7% | $12,309-18.7% |