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 | $229,192 | $100,754+127.5% | $86,677+164.4% | $134,475+70.4% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | 2.71% | 29.04%-26.3pp | 35.91%-33.2pp | 417.96%-415.3pp |
| Employer contribution / active EE | $2,527 | $3,489-27.6% | $2,836-10.9% | $4,740-46.7% |
| Participant deferral / active EE | $3,626 | $5,338-32.1% | $4,656-22.1% | $6,400-43.3% |
| Admin fee / account holder | $1,055 | $10,926-90.3% | $7,493-85.9% | $11,426-90.8% |