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 | $211,958 | $107,452+97.3% | $91,541+131.5% | $142,382+48.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 20.75% | 22.06%-1.3pp | 20.50%+0.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,212 | $2,994+107.5% | $2,505+148.0% | $4,299+44.5% |
| Participant deferral / active EE | $4,289 | $4,754-9.8% | $4,008+7.0% | $6,507-34.1% |
| Admin fee / account holder | $696 | $8,834-92.1% | $6,956-90.0% | $12,624-94.5% |