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 | $191,001 | $127,065+50.3% | $113,168+68.8% | $142,382+34.1% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 18.21% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,897 | $3,442+129.4% | $2,975+165.4% | $4,299+83.7% |
| Participant deferral / active EE | $8,241 | $5,716+44.2% | $5,107+61.4% | $6,507+26.6% |
| Admin fee / account holder | $2,501 | $15,736-84.1% | $12,068-79.3% | $12,624-80.2% |