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 | $195,846 | $117,983+66.0% | $101,794+92.4% | $142,382+37.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.82% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,789 | $2,773+0.6% | $2,289+21.8% | $4,299-35.1% |
| Participant deferral / active EE | $5,911 | $4,714+25.4% | $4,084+44.7% | $6,507-9.2% |
| Admin fee / account holder | $13,978 | $10,433+34.0% | $8,777+59.3% | $12,624+10.7% |