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 | $222,698 | $163,101+36.5% | $136,749+62.9% | $142,382+56.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 17.38% | 27.54%-10.2pp | 24.33%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,602 | $4,117-12.5% | $3,400+6.0% | $4,299-16.2% |
| Participant deferral / active EE | $6,247 | $5,585+11.9% | $4,692+33.1% | $6,507-4.0% |
| Admin fee / account holder | $1,435 | $14,318-90.0% | $11,386-87.4% | $12,624-88.6% |