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 | $216,348 | $80,717+168.0% | $154,803+39.8% | $84,808+155.1% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 16.07% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,939 | $2,761+6.4% | $4,305-31.7% | $2,631+11.7% |
| Participant deferral / active EE | $8,245 | $3,303+149.6% | $5,540+48.8% | $4,212+95.8% |
| Admin fee / account holder | $752 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |