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 | $219,598 | $117,983+86.1% | $101,794+115.7% | $142,382+54.2% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 17.28% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $10,983 | $2,773+296.1% | $2,289+379.8% | $4,299+155.5% |
| Participant deferral / active EE | $6,542 | $4,714+38.8% | $4,084+60.2% | $6,507+0.5% |
| Admin fee / account holder | $680 | $10,433-93.5% | $8,777-92.3% | $12,624-94.6% |