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 | $189,785 | $163,101+16.4% | $136,749+38.8% | $142,382+33.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 11.47% | 27.54%-16.1pp | 24.33%-12.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,613 | $4,117-36.5% | $3,400-23.1% | $4,299-39.2% |
| Participant deferral / active EE | $2,416 | $5,585-56.7% | $4,692-48.5% | $6,507-62.9% |
| Admin fee / account holder | $3,378 | $14,318-76.4% | $11,386-70.3% | $12,624-73.2% |