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 | $215,740 | $110,257+95.7% | $96,544+123.5% | $139,434+54.7% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 11.52% | 26.32%-14.8pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,502 | $3,620-3.3% | $2,965+18.1% | $4,751-26.3% |
| Participant deferral / active EE | $7,399 | $5,548+33.4% | $4,851+52.5% | $6,710+10.3% |
| Admin fee / account holder | $5,037 | $11,591-56.5% | $8,252-39.0% | $11,403-55.8% |