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 | $201,863 | $111,754+80.6% | $103,333+95.4% | $145,922+38.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.20% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,798 | $4,212-33.6% | $3,868-27.7% | $4,660-39.9% |
| Participant deferral / active EE | $5,901 | $5,619+5.0% | $5,057+16.7% | $6,688-11.8% |
| Admin fee / account holder | $2,168 | $9,750-77.8% | $8,355-74.1% | $13,397-83.8% |