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 | $192,102 | $214,378-10.4% | $200,582-4.2% | $142,382+34.9% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 15.81% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,131 | $6,841-68.9% | $6,419-66.8% | $4,299-50.4% |
| Participant deferral / active EE | $5,675 | $9,865-42.5% | $9,331-39.2% | $6,507-12.8% |
| Admin fee / account holder | $3,067 | $17,692-82.7% | $16,305-81.2% | $12,624-75.7% |