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 | $195,242 | $124,281+57.1% | $109,143+78.9% | $167,490+16.6% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 10.77% | 26.04%-15.3pp | 25.75%-15.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $3,546 | $4,207-15.7% | $3,722-4.7% | $4,837-26.7% |
| Participant deferral / active EE | $6,812 | $5,255+29.6% | $4,653+46.4% | $6,341+7.4% |
| Admin fee / account holder | $15,053 | $7,970+88.9% | $6,752+122.9% | $12,309+22.3% |