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 | $208,612 | $117,983+76.8% | $101,794+104.9% | $142,382+46.5% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 11.68% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,316 | $2,773+19.6% | $2,289+44.9% | $4,299-22.9% |
| Participant deferral / active EE | $3,666 | $4,714-22.2% | $4,084-10.2% | $6,507-43.7% |
| Admin fee / account holder | $13,710 | $10,433+31.4% | $8,777+56.2% | $12,624+8.6% |