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 | $208,351 | $80,717+158.1% | $154,803+34.6% | $84,808+145.7% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 16.97% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,652 | $2,761+32.3% | $4,305-15.2% | $2,631+38.8% |
| Participant deferral / active EE | $19,321 | $3,303+484.9% | $5,540+248.7% | $4,212+358.8% |
| Admin fee / account holder | $35,159 | $6,746+421.2% | $14,329+145.4% | $7,344+378.8% |