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 | $205,083 | $80,717+154.1% | $154,803+32.5% | $84,808+141.8% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.8pp | 68.3%+21.5pp |
| Annual return | 17.33% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $4,725 | $2,761+71.1% | $4,305+9.8% | $2,631+79.6% |
| Participant deferral / active EE | $4,917 | $3,303+48.9% | $5,540-11.2% | $4,212+16.8% |
| Admin fee / account holder | $1,326 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |