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 | $236,355 | $24,730+855.7% | $66,042+257.9% | $84,808+178.7% |
| Participation rate | 79.4% | 68.1%+11.3pp | 67.5%+11.9pp | 68.3%+11.1pp |
| Annual return | 23.81% | 79.55%-55.7pp | 52.11%-28.3pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,757 | $857+105.1% | $1,579+11.3% | $2,631-33.2% |
| Participant deferral / active EE | $5,107 | $1,737+194.0% | $2,835+80.1% | $4,212+21.3% |
| Admin fee / account holder | $6,674 | $3,014+121.4% | $5,747+16.1% | $7,344-9.1% |