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 | $193,967 | $124,319+56.0% | $111,297+74.3% | $167,490+15.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 10.91% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $790 | $3,435-77.0% | $2,731-71.1% | $4,837-83.7% |
| Participant deferral / active EE | $3,949 | $5,180-23.8% | $4,487-12.0% | $6,341-37.7% |
| Admin fee / account holder | $28,122 | $10,618+164.9% | $7,964+253.1% | $12,309+128.5% |