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 | $208,242 | $118,450+75.8% | $98,439+111.5% | $139,434+49.3% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 10.19% | 18.94%-8.8pp | 21.16%-11.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $1,910 | $3,609-47.1% | $3,048-37.4% | $4,751-59.8% |
| Participant deferral / active EE | $5,583 | $5,392+3.5% | $4,738+17.8% | $6,710-16.8% |
| Admin fee / account holder | $24,432 | $14,026+74.2% | $8,948+173.1% | $11,403+114.3% |