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 | $208,065 | $99,985+108.1% | $146,665+41.9% | $85,850+142.4% |
| Participation rate | 82.0% | 73.1%+8.9pp | 80.1%+1.9pp | 69.3%+12.7pp |
| Annual return | 12.14% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,947 | $2,559-23.9% | $4,136-52.9% | $2,565-24.1% |
| Participant deferral / active EE | $6,910 | $4,006+72.5% | $5,506+25.5% | $3,952+74.9% |
| Admin fee / account holder | $9,629 | $7,702+25.0% | $10,280-6.3% | $6,260+53.8% |