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 | $210,281 | $80,717+160.5% | $154,803+35.8% | $84,808+148.0% |
| Participation rate | 98.7% | 66.8%+31.9pp | 78.1%+20.6pp | 68.3%+30.4pp |
| Annual return | 17.52% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,802 | $2,761+182.5% | $4,305+81.2% | $2,631+196.5% |
| Participant deferral / active EE | $6,003 | $3,303+81.7% | $5,540+8.3% | $4,212+42.5% |
| Admin fee / account holder | $1,220 | $6,746-81.9% | $14,329-91.5% | $7,344-83.4% |