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 | $185,316 | $201,272-7.9% | $184,203+0.6% | $145,922+27.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.18% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,962 | $7,022-43.6% | $6,427-38.4% | $4,660-15.0% |
| Participant deferral / active EE | $4,675 | $9,806-52.3% | $9,131-48.8% | $6,688-30.1% |
| Admin fee / account holder | $4,548 | $16,364-72.2% | $13,901-67.3% | $13,397-66.1% |