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 | $197,736 | $70,669+179.8% | $169,368+16.7% | $75,163+163.1% |
| Participation rate | 82.1% | 64.8%+17.4pp | 77.1%+5.0pp | 67.2%+15.0pp |
| Annual return | 25.86% | 36.36%-10.5pp | 405.60%-379.7pp | 160.62%-134.8pp |
| Employer contribution / active EE | $482 | $2,211-78.2% | $4,013-88.0% | $2,670-81.9% |
| Participant deferral / active EE | $2,112 | $4,311-51.0% | $6,221-66.1% | $4,125-48.8% |
| Admin fee / account holder | $2,183 | $5,402-59.6% | $9,003-75.8% | $5,651-61.4% |