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 | $188,911 | $114,381+65.2% | $107,525+75.7% | $142,382+32.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 12.86% | 242.71%-229.8pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,358 | $4,015-41.3% | $3,754-37.2% | $4,299-45.1% |
| Participant deferral / active EE | $3,913 | $5,564-29.7% | $5,116-23.5% | $6,507-39.9% |
| Admin fee / account holder | $1,537 | $9,860-84.4% | $8,919-82.8% | $12,624-87.8% |