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 | $223,372 | $78,926+183.0% | $136,749+63.3% | $84,808+163.4% |
| Participation rate | 97.5% | 62.2%+35.3pp | 72.1%+25.3pp | 68.3%+29.2pp |
| Annual return | 21.81% | 18.17%+3.6pp | 24.33%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,165 | $2,134+48.3% | $3,400-6.9% | $2,631+20.3% |
| Participant deferral / active EE | $2,393 | $3,168-24.5% | $4,692-49.0% | $4,212-43.2% |
| Admin fee / account holder | $783 | $6,369-87.7% | $11,386-93.1% | $7,344-89.3% |