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 | $183,842 | $106,515+72.6% | $96,683+90.1% | $139,434+31.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 20.84% | 38.43%-17.6pp | 35.69%-14.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,469 | $4,103-39.8% | $3,737-33.9% | $4,751-48.0% |
| Participant deferral / active EE | $6,726 | $5,454+23.3% | $4,878+37.9% | $6,710+0.2% |
| Admin fee / account holder | $5,775 | $7,877-26.7% | $6,730-14.2% | $11,403-49.4% |