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 | $241,410 | $81,248+197.1% | $155,509+55.2% | $80,856+198.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 13.77% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $983 | $3,100-68.3% | $4,672-79.0% | $2,755-64.3% |
| Participant deferral / active EE | $5,076 | $3,452+47.1% | $5,626-9.8% | $4,296+18.2% |
| Admin fee / account holder | $1,181 | $7,997-85.2% | $15,912-92.6% | $6,918-82.9% |