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 | $198,133 | $93,571+111.7% | $135,903+45.8% | $75,163+163.6% |
| Participation rate | 78.3% | 75.2%+3.2pp | 81.9%-3.6pp | 67.2%+11.1pp |
| Annual return | 22.99% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $799 | $3,537-77.4% | $4,856-83.5% | $2,670-70.1% |
| Participant deferral / active EE | $4,874 | $6,404-23.9% | $7,758-37.2% | $4,125+18.2% |
| Admin fee / account holder | $15,151 | $6,975+117.2% | $10,762+40.8% | $5,651+168.1% |