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 | $193,465 | $117,983+64.0% | $101,794+90.1% | $142,382+35.9% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 14.51% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,057 | $2,773-61.9% | $2,289-53.8% | $4,299-75.4% |
| Participant deferral / active EE | $2,643 | $4,714-43.9% | $4,084-35.3% | $6,507-59.4% |
| Admin fee / account holder | $3,898 | $10,433-62.6% | $8,777-55.6% | $12,624-69.1% |