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 4-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 | $212,050 | $117,841+79.9% | $102,423+107.0% | $145,922+45.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.93% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $11,615 | $3,615+221.3% | $3,023+284.2% | $4,660+149.3% |
| Participant deferral / active EE | $7,930 | $5,731+38.4% | $5,053+56.9% | $6,688+18.6% |
| Admin fee / account holder | $951 | $13,326-92.9% | $9,451-89.9% | $13,397-92.9% |