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 | $191,200 | $104,664+82.7% | $85,682+123.2% | $167,490+14.2% |
| Participation rate | 82.4% | 76.4%+6.0pp | 69.9%+12.5pp | 82.1%+0.2pp |
| Annual return | 18.34% | 21.45%-3.1pp | 21.49%-3.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,163 | $3,337-65.1% | $2,618-55.6% | $4,837-75.9% |
| Participant deferral / active EE | $5,453 | $4,824+13.0% | $3,923+39.0% | $6,341-14.0% |
| Admin fee / account holder | $8,912 | $10,032-11.2% | $6,873+29.7% | $12,309-27.6% |