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 | $188,490 | $99,877+88.7% | $84,966+121.8% | $145,922+29.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 16.48% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,442 | $3,231-24.4% | $2,727-10.5% | $4,660-47.6% |
| Participant deferral / active EE | $7,730 | $5,291+46.1% | $4,519+71.0% | $6,688+15.6% |
| Admin fee / account holder | $921 | $7,248-87.3% | $6,149-85.0% | $13,397-93.1% |