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 | $214,872 | $103,376+107.9% | $87,100+146.7% | $152,861+40.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 12.20% | 28.10%-15.9pp | 28.19%-16.0pp | 345.32%-333.1pp |
| Employer contribution / active EE | $909 | $3,220-71.8% | $2,521-63.9% | $4,762-80.9% |
| Participant deferral / active EE | $2,039 | $4,778-57.3% | $4,049-49.6% | $5,850-65.2% |
| Admin fee / account holder | $4,103 | $12,205-66.4% | $7,497-45.3% | $11,596-64.6% |