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 | $211,563 | $117,841+79.5% | $102,423+106.6% | $145,922+45.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.12% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,037 | $3,615-71.3% | $3,023-65.7% | $4,660-77.8% |
| Participant deferral / active EE | $3,227 | $5,731-43.7% | $5,053-36.1% | $6,688-51.8% |
| Admin fee / account holder | $40,509 | $13,326+204.0% | $9,451+328.6% | $13,397+202.4% |