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 | $221,112 | $85,766+157.8% | $136,294+62.2% | $70,131+215.3% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | 17.97% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,181 | $2,966+7.2% | $4,695-32.3% | $2,342+35.8% |
| Participant deferral / active EE | $7,495 | $5,051+48.4% | $6,247+20.0% | $3,332+125.0% |
| Admin fee / account holder | $406 | $5,420-92.5% | $9,243-95.6% | $4,645-91.3% |