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 | $189,455 | $117,841+60.8% | $102,423+85.0% | $145,922+29.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 18.00% | 31.65%-13.7pp | 29.32%-11.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,966 | $3,615-18.0% | $3,023-1.9% | $4,660-36.4% |
| Participant deferral / active EE | $6,336 | $5,731+10.6% | $5,053+25.4% | $6,688-5.3% |
| Admin fee / account holder | $24,205 | $13,326+81.6% | $9,451+156.1% | $13,397+80.7% |