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 | $228,697 | $117,983+93.8% | $101,794+124.7% | $142,382+60.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.18% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $523 | $2,773-81.1% | $2,289-77.2% | $4,299-87.8% |
| Participant deferral / active EE | $4,455 | $4,714-5.5% | $4,084+9.1% | $6,507-31.5% |
| Admin fee / account holder | $106,795 | $10,433+923.6% | $8,777+1116.8% | $12,624+746.0% |