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 | $214,638 | $106,584+101.4% | $101,326+111.8% | $142,382+50.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 17.09% | 36.93%-19.8pp | 36.82%-19.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,487 | $3,956-37.1% | $3,665-32.2% | $4,299-42.2% |
| Participant deferral / active EE | $5,916 | $8,297-28.7% | $7,994-26.0% | $6,507-9.1% |
| Admin fee / account holder | $2,377 | $11,446-79.2% | $11,185-78.8% | $12,624-81.2% |