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 | $216,545 | $95,266+127.3% | $82,389+162.8% | $142,382+52.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 11.77% | 25.74%-14.0pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,899 | $2,991-36.5% | $2,517-24.5% | $4,299-55.8% |
| Participant deferral / active EE | $3,021 | $4,809-37.2% | $4,155-27.3% | $6,507-53.6% |
| Admin fee / account holder | $9,457 | $8,563+10.4% | $7,231+30.8% | $12,624-25.1% |