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 | $193,596 | $133,922+44.6% | $116,228+66.6% | $142,382+36.0% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 15.19% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,816 | $3,446-47.3% | $2,994-39.4% | $4,299-57.8% |
| Participant deferral / active EE | $4,953 | $5,672-12.7% | $4,9530% | $6,507-23.9% |
| Admin fee / account holder | $315 | $14,945-97.9% | $11,989-97.4% | $12,624-97.5% |