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 | $230,420 | $80,717+185.5% | $154,803+48.8% | $84,808+171.7% |
| Participation rate | 91.0% | 66.8%+24.2pp | 78.1%+12.9pp | 68.3%+22.7pp |
| Annual return | 17.47% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,327 | $2,761+165.4% | $4,305+70.2% | $2,631+178.5% |
| Participant deferral / active EE | $5,005 | $3,303+51.5% | $5,540-9.7% | $4,212+18.8% |
| Admin fee / account holder | $2,948 | $6,746-56.3% | $14,329-79.4% | $7,344-59.9% |