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 | $205,224 | $111,754+83.6% | $103,333+98.6% | $145,922+40.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.82% | 24.77%-8.9pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,091 | $4,212-74.1% | $3,868-71.8% | $4,660-76.6% |
| Participant deferral / active EE | $5,454 | $5,619-2.9% | $5,057+7.8% | $6,688-18.5% |
| Admin fee / account holder | $3,148 | $9,750-67.7% | $8,355-62.3% | $13,397-76.5% |