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 | $203,083 | $76,552+165.3% | $123,892+63.9% | $62,891+222.9% |
| Participation rate | 94.5% | 73.0%+21.6pp | 81.4%+13.1pp | 69.3%+25.2pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $645 | $2,883-77.6% | $4,617-86.0% | $2,281-71.7% |
| Participant deferral / active EE | $8,123 | $4,840+67.8% | $5,984+35.7% | $3,203+153.6% |
| Admin fee / account holder | $13,642 | $4,826+182.7% | $8,357+63.2% | $4,296+217.6% |