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 | $203,619 | $114,381+78.0% | $107,525+89.4% | $142,382+43.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.14% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,455 | $4,015-38.8% | $3,754-34.6% | $4,299-42.9% |
| Participant deferral / active EE | $5,707 | $5,564+2.6% | $5,116+11.6% | $6,507-12.3% |
| Admin fee / account holder | $2,598 | $9,860-73.6% | $8,919-70.9% | $12,624-79.4% |