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 | $249,872 | $103,376+141.7% | $87,100+186.9% | $152,861+63.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 14.83% | 28.10%-13.3pp | 28.19%-13.4pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,104 | $3,220-34.7% | $2,521-16.6% | $4,762-55.8% |
| Participant deferral / active EE | $5,486 | $4,778+14.8% | $4,049+35.5% | $5,850-6.2% |
| Admin fee / account holder | $15,994 | $12,205+31.0% | $7,497+113.4% | $11,596+37.9% |