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 | $214,371 | $214,3780% | $200,582+6.9% | $142,382+50.6% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 13.84% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,859 | $6,841-29.0% | $6,419-24.3% | $4,299+13.0% |
| Participant deferral / active EE | $11,634 | $9,865+17.9% | $9,331+24.7% | $6,507+78.8% |
| Admin fee / account holder | $567 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |