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 | $199,221 | $81,248+145.2% | $155,509+28.1% | $80,856+146.4% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.5pp |
| Annual return | 13.36% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,571 | $3,100-49.3% | $4,672-66.4% | $2,755-43.0% |
| Participant deferral / active EE | $4,297 | $3,452+24.5% | $5,626-23.6% | $4,2960% |
| Admin fee / account holder | $3,251 | $7,997-59.3% | $15,912-79.6% | $6,918-53.0% |