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 | $195,036 | $111,754+74.5% | $103,333+88.7% | $145,922+33.7% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 27.60% | 24.77%+2.8pp | 24.88%+2.7pp | 561.29%-533.7pp |
| Employer contribution / active EE | $3,820 | $4,212-9.3% | $3,868-1.2% | $4,660-18.0% |
| Participant deferral / active EE | $6,437 | $5,619+14.6% | $5,057+27.3% | $6,688-3.8% |
| Admin fee / account holder | $3,460 | $9,750-64.5% | $8,355-58.6% | $13,397-74.2% |