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 | $193,819 | $133,922+44.7% | $116,228+66.8% | $142,382+36.1% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 17.39% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,393 | $3,446-30.6% | $2,994-20.1% | $4,299-44.3% |
| Participant deferral / active EE | $3,979 | $5,672-29.9% | $4,953-19.7% | $6,507-38.9% |
| Admin fee / account holder | $7,778 | $14,945-48.0% | $11,989-35.1% | $12,624-38.4% |