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 | $190,677 | $117,983+61.6% | $101,794+87.3% | $142,382+33.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 17.10% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,951 | $2,773+42.5% | $2,289+72.6% | $4,299-8.1% |
| Participant deferral / active EE | $4,340 | $4,714-7.9% | $4,084+6.3% | $6,507-33.3% |
| Admin fee / account holder | $1,772 | $10,433-83.0% | $8,777-79.8% | $12,624-86.0% |