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 | $194,635 | $70,428+176.4% | $96,562+101.6% | $85,850+126.7% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 12.68% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $768 | $1,413-45.7% | $2,356-67.4% | $2,565-70.1% |
| Participant deferral / active EE | $4,364 | $2,894+50.8% | $3,849+13.4% | $3,952+10.4% |
| Admin fee / account holder | $5,737 | $4,997+14.8% | $6,181-7.2% | $6,260-8.4% |