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 | $208,366 | $110,257+89.0% | $96,544+115.8% | $139,434+49.4% |
| Participation rate | 87.0% | 78.1%+8.9pp | 76.0%+11.0pp | 80.3%+6.6pp |
| Annual return | 10.35% | 26.32%-16.0pp | 25.84%-15.5pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,853 | $3,620-21.2% | $2,965-3.8% | $4,751-39.9% |
| Participant deferral / active EE | $4,870 | $5,548-12.2% | $4,851+0.4% | $6,710-27.4% |
| Admin fee / account holder | $833 | $11,591-92.8% | $8,252-89.9% | $11,403-92.7% |