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 | $216,063 | $106,515+102.8% | $96,683+123.5% | $139,434+55.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 14.95% | 38.43%-23.5pp | 35.69%-20.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,427 | $4,103+32.3% | $3,737+45.2% | $4,751+14.2% |
| Participant deferral / active EE | $4,210 | $5,454-22.8% | $4,878-13.7% | $6,710-37.3% |
| Admin fee / account holder | $2,625 | $7,877-66.7% | $6,730-61.0% | $11,403-77.0% |