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 | $238,119 | $117,983+101.8% | $101,794+133.9% | $142,382+67.2% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.2%+26.1pp | 80.1%+15.1pp |
| Annual return | 12.35% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,106 | $2,773+12.0% | $2,289+35.7% | $4,299-27.8% |
| Participant deferral / active EE | $7,234 | $4,714+53.5% | $4,084+77.1% | $6,507+11.2% |
| Admin fee / account holder | $5,496 | $10,433-47.3% | $8,777-37.4% | $12,624-56.5% |