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 | $209,538 | $109,413+91.5% | $156,263+34.1% | $84,808+147.1% |
| Participation rate | 85.7% | 72.7%+13.0pp | 78.9%+6.8pp | 68.3%+17.4pp |
| Annual return | 17.69% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,818 | $2,907+65.7% | $4,333+11.2% | $2,631+83.1% |
| Participant deferral / active EE | $4,243 | $4,590-7.6% | $6,158-31.1% | $4,212+0.7% |
| Admin fee / account holder | $7,100 | $9,357-24.1% | $14,255-50.2% | $7,344-3.3% |