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 | $197,943 | $117,841+68.0% | $102,423+93.3% | $145,922+35.7% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 10.74% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,368 | $3,615-34.5% | $3,023-21.7% | $4,660-49.2% |
| Participant deferral / active EE | $6,883 | $5,731+20.1% | $5,053+36.2% | $6,688+2.9% |
| Admin fee / account holder | $54,751 | $13,326+310.9% | $9,451+479.3% | $13,397+308.7% |