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 | $199,345 | $58,208+242.5% | $81,812+143.7% | $80,856+146.5% |
| Participation rate | 82.9% | 63.4%+19.4pp | 72.3%+10.5pp | 67.6%+15.2pp |
| Annual return | 13.61% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $740 | $2,340-68.4% | $2,912-74.6% | $2,755-73.1% |
| Participant deferral / active EE | $4,422 | $3,281+34.8% | $4,319+2.4% | $4,296+2.9% |
| Admin fee / account holder | $5,824 | $4,981+16.9% | $7,386-21.1% | $6,918-15.8% |