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 | $210,795 | $103,376+103.9% | $87,100+142.0% | $152,861+37.9% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.9%+14.4pp | 82.4%+8.9pp |
| Annual return | 25.84% | 28.10%-2.3pp | 28.19%-2.4pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,245 | $3,220+0.8% | $2,521+28.7% | $4,762-31.9% |
| Participant deferral / active EE | $5,455 | $4,778+14.2% | $4,049+34.7% | $5,850-6.8% |
| Admin fee / account holder | $2,176 | $12,205-82.2% | $7,497-71.0% | $11,596-81.2% |