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 9-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 | $203,294 | $111,754+81.9% | $103,333+96.7% | $145,922+39.3% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 12.86% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $982 | $4,212-76.7% | $3,868-74.6% | $4,660-78.9% |
| Participant deferral / active EE | $5,834 | $5,619+3.8% | $5,057+15.3% | $6,688-12.8% |
| Admin fee / account holder | $48,658 | $9,750+399.0% | $8,355+482.4% | $13,397+263.2% |