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 7-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 | $199,983 | $80,717+147.8% | $154,803+29.2% | $84,808+135.8% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 24.08% | 37.96%-13.9pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $9,721 | $2,761+252.0% | $4,305+125.8% | $2,631+269.5% |
| Participant deferral / active EE | $17,558 | $3,303+431.5% | $5,540+216.9% | $4,212+316.9% |
| Admin fee / account holder | $2,417 | $6,746-64.2% | $14,329-83.1% | $7,344-67.1% |