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 | $197,373 | $111,754+76.6% | $103,333+91.0% | $145,922+35.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 16.36% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $9,910 | $4,212+135.3% | $3,868+156.2% | $4,660+112.7% |
| Participant deferral / active EE | $2,133 | $5,619-62.0% | $5,057-57.8% | $6,688-68.1% |
| Admin fee / account holder | $3,250 | $9,750-66.7% | $8,355-61.1% | $13,397-75.7% |