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 | $211,121 | $117,841+79.2% | $102,423+106.1% | $145,922+44.7% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 19.46% | 31.65%-12.2pp | 29.32%-9.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,484 | $3,615+24.1% | $3,023+48.3% | $4,660-3.8% |
| Participant deferral / active EE | $8,607 | $5,731+50.2% | $5,053+70.3% | $6,688+28.7% |
| Admin fee / account holder | $10,149 | $13,326-23.8% | $9,451+7.4% | $13,397-24.2% |