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 | $217,671 | $109,881+98.1% | $150,045+45.1% | $84,808+156.7% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 14.76% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,565 | $3,561+0.1% | $4,693-24.0% | $2,631+35.5% |
| Participant deferral / active EE | $10,086 | $6,636+52.0% | $7,997+26.1% | $4,212+139.5% |
| Admin fee / account holder | $25,007 | $8,568+191.9% | $13,435+86.1% | $7,344+240.5% |