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 | $209,203 | $101,724+105.7% | $164,813+26.9% | $80,856+158.7% |
| Participation rate | 88.7% | 71.8%+16.9pp | 78.6%+10.1pp | 67.6%+21.0pp |
| Annual return | 13.24% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $969 | $2,953-67.2% | $4,341-77.7% | $2,755-64.8% |
| Participant deferral / active EE | $6,359 | $4,477+42.0% | $6,031+5.4% | $4,296+48.0% |
| Admin fee / account holder | $4,414 | $8,227-46.3% | $12,690-65.2% | $6,918-36.2% |