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 | $197,384 | $162,781+21.3% | $133,956+47.4% | $158,922+24.2% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 21.29% | 41.94%-20.7pp | 45.09%-23.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,352 | $4,975-32.6% | $3,919-14.5% | $4,761-29.6% |
| Participant deferral / active EE | $5,872 | $5,911-0.7% | $5,048+16.3% | $5,982-1.8% |
| Admin fee / account holder | $8,839 | $11,736-24.7% | $8,927-1.0% | $11,246-21.4% |