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 | $210,152 | $77,899+169.8% | $149,673+40.4% | $75,163+179.6% |
| Participation rate | 78.3% | 65.6%+12.8pp | 78.8%-0.4pp | 67.2%+11.1pp |
| Annual return | 19.81% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $6,413 | $3,137+104.4% | $4,818+33.1% | $2,670+140.2% |
| Participant deferral / active EE | $3,976 | $3,411+16.6% | $5,680-30.0% | $4,125-3.6% |
| Admin fee / account holder | $2,963 | $5,956-50.3% | $13,210-77.6% | $5,651-47.6% |