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 | $191,278 | $114,381+67.2% | $107,525+77.9% | $142,382+34.3% |
| Participation rate | 86.4% | 78.1%+8.2pp | 75.1%+11.3pp | 80.1%+6.2pp |
| Annual return | 11.86% | 242.71%-230.8pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,251 | $4,015+5.9% | $3,754+13.3% | $4,299-1.1% |
| Participant deferral / active EE | $5,602 | $5,564+0.7% | $5,116+9.5% | $6,507-13.9% |
| Admin fee / account holder | $70,564 | $9,860+615.6% | $8,919+691.2% | $12,624+459.0% |