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 | $195,742 | $98,750+98.2% | $149,696+30.8% | $79,858+145.1% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 13.54% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,308 | $3,216+2.8% | $4,644-28.8% | $2,471+33.9% |
| Participant deferral / active EE | $7,111 | $5,680+25.2% | $6,842+3.9% | $3,740+90.1% |
| Admin fee / account holder | $1,937 | $6,053-68.0% | $9,309-79.2% | $5,306-63.5% |