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 | $230,513 | $148,978+54.7% | $200,582+14.9% | $84,808+171.8% |
| Participation rate | 98.1% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.8pp |
| Annual return | 14.21% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $7,680 | $4,815+59.5% | $6,419+19.7% | $2,631+191.9% |
| Participant deferral / active EE | $8,252 | $7,142+15.5% | $9,331-11.6% | $4,212+95.9% |
| Admin fee / account holder | $1,818 | $13,977-87.0% | $16,305-88.8% | $7,344-75.2% |