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 | $199,490 | $110,257+80.9% | $96,544+106.6% | $139,434+43.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 11.66% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,807 | $3,620+5.2% | $2,965+28.4% | $4,751-19.9% |
| Participant deferral / active EE | $10,571 | $5,548+90.5% | $4,851+117.9% | $6,710+57.5% |
| Admin fee / account holder | $14,484 | $11,591+25.0% | $8,252+75.5% | $11,403+27.0% |