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 | $231,285 | $176,812+30.8% | $146,665+57.7% | $167,490+38.1% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 13.70% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,680 | $5,160-67.4% | $4,136-59.4% | $4,837-65.3% |
| Participant deferral / active EE | $13,993 | $6,440+117.3% | $5,506+154.2% | $6,341+120.7% |
| Admin fee / account holder | $5,235 | $13,259-60.5% | $10,280-49.1% | $12,309-57.5% |