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 | $205,965 | $81,248+153.5% | $155,509+32.4% | $80,856+154.7% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,787 | $3,100-10.1% | $4,672-40.4% | $2,755+1.2% |
| Participant deferral / active EE | $8,223 | $3,452+138.2% | $5,626+46.2% | $4,296+91.4% |
| Admin fee / account holder | $1,168 | $7,997-85.4% | $15,912-92.7% | $6,918-83.1% |