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 | $198,787 | $106,515+86.6% | $96,683+105.6% | $139,434+42.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 15.57% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,369 | $4,103-42.3% | $3,737-36.6% | $4,751-50.1% |
| Participant deferral / active EE | $5,349 | $5,454-1.9% | $4,878+9.7% | $6,710-20.3% |
| Admin fee / account holder | $2,159 | $7,877-72.6% | $6,730-67.9% | $11,403-81.1% |