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 | $201,222 | $124,281+61.9% | $109,143+84.4% | $167,490+20.1% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 17.98% | 26.04%-8.1pp | 25.75%-7.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,399 | $4,207-66.8% | $3,722-62.4% | $4,837-71.1% |
| Participant deferral / active EE | $7,318 | $5,255+39.2% | $4,653+57.3% | $6,341+15.4% |
| Admin fee / account holder | $44,008 | $7,970+452.2% | $6,752+551.8% | $12,309+257.5% |