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 | $212,182 | $154,117+37.7% | $129,995+63.2% | $139,434+52.2% |
| Participation rate | 81.0% | 82.0%-1.0pp | 78.5%+2.5pp | 80.3%+0.6pp |
| Annual return | 15.70% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,893 | $5,289-45.3% | $4,320-33.0% | $4,751-39.1% |
| Participant deferral / active EE | $6,901 | $6,710+2.8% | $5,820+18.6% | $6,710+2.8% |
| Admin fee / account holder | $4,767 | $14,007-66.0% | $10,614-55.1% | $11,403-58.2% |