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 | $184,911 | $111,754+65.5% | $103,333+78.9% | $145,922+26.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.99% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,734 | $4,212-58.8% | $3,868-55.2% | $4,660-62.8% |
| Participant deferral / active EE | $2,525 | $5,619-55.1% | $5,057-50.1% | $6,688-62.2% |
| Admin fee / account holder | $4,743 | $9,750-51.4% | $8,355-43.2% | $13,397-64.6% |