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 | $186,252 | $127,065+46.6% | $113,168+64.6% | $142,382+30.8% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 13.05% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,366 | $3,442-31.2% | $2,975-20.5% | $4,299-45.0% |
| Participant deferral / active EE | $4,791 | $5,716-16.2% | $5,107-6.2% | $6,507-26.4% |
| Admin fee / account holder | $1,371 | $15,736-91.3% | $12,068-88.6% | $12,624-89.1% |