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 | $216,082 | $54,705+295.0% | $71,209+203.4% | $84,808+154.8% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 16.28% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,742 | $2,158+27.1% | $2,721+0.8% | $2,631+4.2% |
| Participant deferral / active EE | $5,943 | $3,030+96.1% | $4,175+42.3% | $4,212+41.1% |
| Admin fee / account holder | $6,231 | $4,863+28.1% | $5,349+16.5% | $7,344-15.2% |