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 | $208,157 | $98,750+110.8% | $149,696+39.1% | $79,858+160.7% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.5%+7.1pp | 69.6%+19.9pp |
| Annual return | 14.07% | 27.43%-13.4pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $3,270 | $3,216+1.7% | $4,644-29.6% | $2,471+32.4% |
| Participant deferral / active EE | $8,778 | $5,680+54.5% | $6,842+28.3% | $3,740+134.7% |
| Admin fee / account holder | $8,773 | $6,053+44.9% | $9,309-5.8% | $5,306+65.3% |