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 | $200,504 | $80,717+148.4% | $154,803+29.5% | $84,808+136.4% |
| Participation rate | 85.4% | 66.8%+18.6pp | 78.1%+7.3pp | 68.3%+17.1pp |
| Annual return | 17.25% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $9,838 | $2,761+256.3% | $4,305+128.5% | $2,631+273.9% |
| Participant deferral / active EE | $5,126 | $3,303+55.2% | $5,540-7.5% | $4,212+21.7% |
| Admin fee / account holder | $3,535 | $6,746-47.6% | $14,329-75.3% | $7,344-51.9% |