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 | $227,708 | $135,952+67.5% | $123,892+83.8% | $273,961-16.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.55% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,620 | $5,170-30.0% | $4,617-21.6% | $4,869-25.6% |
| Participant deferral / active EE | $6,344 | $6,3430% | $5,984+6.0% | $5,287+20.0% |
| Admin fee / account holder | $39,160 | $9,817+298.9% | $8,357+368.6% | $10,132+286.5% |