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 | $204,630 | $105,859+93.3% | $90,160+127.0% | $147,584+38.7% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 21.16% | 37.63%-16.5pp | 34.88%-13.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,770 | $4,126-57.1% | $3,318-46.6% | $4,876-63.7% |
| Participant deferral / active EE | $5,538 | $5,733-3.4% | $5,288+4.7% | $5,439+1.8% |
| Admin fee / account holder | $871 | $8,046-89.2% | $5,943-85.3% | $10,885-92.0% |