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 | $210,050 | $116,175+80.8% | $93,606+124.4% | $152,861+37.4% |
| Participation rate | 81.3% | 78.0%+3.2pp | 75.8%+5.4pp | 82.4%-1.2pp |
| Annual return | 22.04% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,196 | $3,218-31.8% | $2,718-19.2% | $4,762-53.9% |
| Participant deferral / active EE | $4,574 | $4,603-0.6% | $4,069+12.4% | $5,850-21.8% |
| Admin fee / account holder | $5,223 | $10,748-51.4% | $7,888-33.8% | $11,596-55.0% |