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 | $212,061 | $73,933+186.8% | $96,683+119.3% | $75,163+182.1% |
| Participation rate | 79.3% | 66.4%+12.9pp | 74.3%+5.0pp | 67.2%+12.1pp |
| Annual return | 19.29% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,861 | $2,928-36.4% | $3,737-50.2% | $2,670-30.3% |
| Participant deferral / active EE | $6,068 | $3,659+65.8% | $4,878+24.4% | $4,125+47.1% |
| Admin fee / account holder | $1,280 | $5,216-75.5% | $6,730-81.0% | $5,651-77.3% |