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 | $208,906 | $117,841+77.3% | $102,423+104.0% | $145,922+43.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 13.81% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,023-33.3% | $4,660-56.7% |
| Participant deferral / active EE | $8,852 | $5,731+54.5% | $5,053+75.2% | $6,688+32.4% |
| Admin fee / account holder | $759 | $13,326-94.3% | $9,451-92.0% | $13,397-94.3% |