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 | $200,140 | $117,841+69.8% | $102,423+95.4% | $145,922+37.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 12.08% | 31.65%-19.6pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,610 | $3,615-27.8% | $3,023-13.7% | $4,660-44.0% |
| Participant deferral / active EE | $5,012 | $5,731-12.5% | $5,053-0.8% | $6,688-25.0% |
| Admin fee / account holder | $17,981 | $13,326+34.9% | $9,451+90.3% | $13,397+34.2% |