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 6-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 | $214,470 | $109,881+95.2% | $150,045+42.9% | $84,808+152.9% |
| Participation rate | 80.9% | 76.1%+4.8pp | 82.3%-1.4pp | 68.3%+12.6pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $993 | $3,561-72.1% | $4,693-78.8% | $2,631-62.2% |
| Participant deferral / active EE | $11,891 | $6,636+79.2% | $7,997+48.7% | $4,212+182.3% |
| Admin fee / account holder | $5,093 | $8,568-40.6% | $13,435-62.1% | $7,344-30.7% |