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 | $210,612 | $162,781+29.4% | $133,956+57.2% | $158,922+32.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 7.72% | 41.94%-34.2pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,710 | $4,975-65.6% | $3,919-56.4% | $4,761-64.1% |
| Participant deferral / active EE | $7,308 | $5,911+23.6% | $5,048+44.8% | $5,982+22.2% |
| Admin fee / account holder | $4,789 | $11,736-59.2% | $8,927-46.4% | $11,246-57.4% |