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 | $224,415 | $163,101+37.6% | $136,749+64.1% | $142,382+57.6% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 9.64% | 27.54%-17.9pp | 24.33%-14.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,028 | $4,117+70.7% | $3,400+106.7% | $4,299+63.5% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,988 | $14,318-72.2% | $11,386-65.0% | $12,624-68.4% |