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 | $218,623 | $114,381+91.1% | $107,525+103.3% | $142,382+53.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 12.95% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,050 | $4,015-73.8% | $3,754-72.0% | $4,299-75.6% |
| Participant deferral / active EE | $5,252 | $5,564-5.6% | $5,116+2.7% | $6,507-19.3% |
| Admin fee / account holder | $2,996 | $9,860-69.6% | $8,919-66.4% | $12,624-76.3% |