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 | $198,841 | $106,515+86.7% | $96,683+105.7% | $139,434+42.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 11.98% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $3,057 | $4,103-25.5% | $3,737-18.2% | $4,751-35.6% |
| Participant deferral / active EE | $2,540 | $5,454-53.4% | $4,878-47.9% | $6,710-62.2% |
| Admin fee / account holder | $1,118 | $7,877-85.8% | $6,730-83.4% | $11,403-90.2% |