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 | $221,436 | $91,552+141.9% | $133,956+65.3% | $79,858+177.3% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 21.38% | 61.85%-40.5pp | 45.09%-23.7pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,844 | $2,384+19.3% | $3,919-27.4% | $2,471+15.1% |
| Participant deferral / active EE | $6,089 | $3,733+63.1% | $5,048+20.6% | $3,740+62.8% |
| Admin fee / account holder | $2,781 | $6,321-56.0% | $8,927-68.8% | $5,306-47.6% |