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 | $218,816 | $89,753+143.8% | $107,525+103.5% | $84,808+158.0% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,503 | $3,113-51.7% | $3,754-60.0% | $2,631-42.9% |
| Participant deferral / active EE | $3,430 | $4,056-15.4% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $1,529 | $7,222-78.8% | $8,919-82.9% | $7,344-79.2% |