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 | $219,516 | $125,758+74.6% | $169,993+29.1% | $75,163+192.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.0%+0.5pp | 67.2%+20.3pp |
| Annual return | 22.64% | 27.20%-4.6pp | 53.37%-30.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $15,216 | $4,615+229.7% | $6,785+124.3% | $2,670+469.9% |
| Participant deferral / active EE | $11,080 | $6,837+62.0% | $10,408+6.5% | $4,125+168.6% |
| Admin fee / account holder | $869 | $8,173-89.4% | $12,815-93.2% | $5,651-84.6% |