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 | $119,382 | $39,019+206.0% | $80,716+47.9% | $85,850+39.1% |
| Participation rate | 83.8% | 41.5%+42.2pp | 54.2%+29.6pp | 69.3%+14.5pp |
| Annual return | 11.40% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,161 | $722+199.3% | $1,160+86.3% | $2,565-15.8% |
| Participant deferral / active EE | $5,598 | $1,326+322.3% | $2,146+160.9% | $3,952+41.7% |
| Admin fee / account holder | $4,644 | $2,431+91.0% | $3,380+37.4% | $6,260-25.8% |