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 | $209,364 | $176,812+18.4% | $146,665+42.8% | $167,490+25.0% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 14.50% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,474 | $5,160-71.4% | $4,136-64.4% | $4,837-69.5% |
| Participant deferral / active EE | $4,030 | $6,440-37.4% | $5,506-26.8% | $6,341-36.4% |
| Admin fee / account holder | $1,446 | $13,259-89.1% | $10,280-85.9% | $12,309-88.3% |