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 | $212,443 | $80,717+163.2% | $154,803+37.2% | $84,808+150.5% |
| Participation rate | 89.6% | 66.8%+22.7pp | 78.1%+11.5pp | 68.3%+21.2pp |
| Annual return | 17.83% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,115 | $2,761+85.2% | $4,305+18.8% | $2,631+94.4% |
| Participant deferral / active EE | $5,652 | $3,303+71.1% | $5,540+2.0% | $4,212+34.2% |
| Admin fee / account holder | $1,894 | $6,746-71.9% | $14,329-86.8% | $7,344-74.2% |