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 | $212,073 | $80,717+162.7% | $154,803+37.0% | $84,808+150.1% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 17.14% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,682 | $2,761+105.8% | $4,305+32.0% | $2,631+115.9% |
| Participant deferral / active EE | $4,484 | $3,303+35.8% | $5,540-19.1% | $4,212+6.5% |
| Admin fee / account holder | $994 | $6,746-85.3% | $14,329-93.1% | $7,344-86.5% |