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 | $209,318 | $80,717+159.3% | $154,803+35.2% | $84,808+146.8% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 31.69% | 37.96%-6.3pp | 58.88%-27.2pp | 40.90%-9.2pp |
| Employer contribution / active EE | $7,957 | $2,761+188.2% | $4,305+84.8% | $2,631+202.4% |
| Participant deferral / active EE | $5,702 | $3,303+72.6% | $5,540+2.9% | $4,212+35.4% |
| Admin fee / account holder | $1,021 | $6,746-84.9% | $14,329-92.9% | $7,344-86.1% |