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 | $245,146 | $106,515+130.2% | $96,683+153.6% | $139,434+75.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.32% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,380 | $4,103-42.0% | $3,737-36.3% | $4,751-49.9% |
| Participant deferral / active EE | $7,548 | $5,454+38.4% | $4,878+54.7% | $6,710+12.5% |
| Admin fee / account holder | $612 | $7,877-92.2% | $6,730-90.9% | $11,403-94.6% |