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 | $210,463 | $165,912+26.9% | $122,332+72.0% | $147,584+42.6% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 16.50% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,765 | $5,754-69.3% | $4,050-56.4% | $4,876-63.8% |
| Participant deferral / active EE | $7,172 | $4,005+79.1% | $3,287+118.2% | $5,439+31.9% |
| Admin fee / account holder | $7,557 | $7,424+1.8% | $5,478+38.0% | $10,885-30.6% |