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 | $212,989 | $93,571+127.6% | $135,903+56.7% | $75,163+183.4% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 17.43% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,670 | $3,537+32.0% | $4,856-3.8% | $2,670+74.9% |
| Participant deferral / active EE | $9,119 | $6,404+42.4% | $7,758+17.6% | $4,125+121.1% |
| Admin fee / account holder | $9,245 | $6,975+32.5% | $10,762-14.1% | $5,651+63.6% |