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 | $211,173 | $68,346+209.0% | $94,646+123.1% | $75,163+181.0% |
| Participation rate | 97.3% | 76.1%+21.2pp | 80.8%+16.5pp | 67.2%+30.1pp |
| Annual return | 15.62% | 616.93%-601.3pp | 156.71%-141.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,821 | $2,701+4.4% | $3,672-23.2% | $2,670+5.6% |
| Participant deferral / active EE | $11,993 | $6,537+83.5% | $7,418+61.7% | $4,125+190.7% |
| Admin fee / account holder | $1,610 | $5,326-69.8% | $7,231-77.7% | $5,651-71.5% |