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 | $200,187 | $95,266+110.1% | $82,389+143.0% | $142,382+40.6% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 12.23% | 25.74%-13.5pp | 28.67%-16.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,898 | $2,991+30.3% | $2,517+54.9% | $4,299-9.3% |
| Participant deferral / active EE | $10,294 | $4,809+114.1% | $4,155+147.8% | $6,507+58.2% |
| Admin fee / account holder | $23,144 | $8,563+170.3% | $7,231+220.1% | $12,624+83.3% |