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 | $195,352 | $117,841+65.8% | $102,423+90.7% | $145,922+33.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.91% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,058 | $3,615-15.4% | $3,023+1.1% | $4,660-34.4% |
| Participant deferral / active EE | $6,007 | $5,731+4.8% | $5,053+18.9% | $6,688-10.2% |
| Admin fee / account holder | $9,982 | $13,326-25.1% | $9,451+5.6% | $13,397-25.5% |