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 | $203,589 | $89,355+127.8% | $141,162+44.2% | $72,985+178.9% |
| Participation rate | 90.1% | 75.1%+15.0pp | 82.5%+7.7pp | 69.5%+20.6pp |
| Annual return | 38.11% | 111.85%-73.7pp | 71.39%-33.3pp | 81.00%-42.9pp |
| Employer contribution / active EE | $1,938 | $3,114-37.8% | $4,735-59.1% | $2,440-20.6% |
| Participant deferral / active EE | $7,427 | $5,418+37.1% | $6,709+10.7% | $3,607+105.9% |
| Admin fee / account holder | $9,679 | $5,958+62.4% | $10,261-5.7% | $5,124+88.9% |