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 | $196,020 | $80,717+142.8% | $154,803+26.6% | $84,808+131.1% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,463 | $2,761+278.9% | $4,305+143.0% | $2,631+297.7% |
| Participant deferral / active EE | $5,912 | $3,303+79.0% | $5,540+6.7% | $4,212+40.4% |
| Admin fee / account holder | $1,112 | $6,746-83.5% | $14,329-92.2% | $7,344-84.9% |