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 | $187,511 | $111,754+67.8% | $103,333+81.5% | $145,922+28.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 20.69% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,580 | $4,212-38.8% | $3,868-33.3% | $4,660-44.6% |
| Participant deferral / active EE | $4,784 | $5,619-14.9% | $5,057-5.4% | $6,688-28.5% |
| Admin fee / account holder | $1,554 | $9,750-84.1% | $8,355-81.4% | $13,397-88.4% |