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 | $197,356 | $98,750+99.9% | $149,696+31.8% | $79,858+147.1% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 19.09% | 27.43%-8.3pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $810 | $3,216-74.8% | $4,644-82.5% | $2,471-67.2% |
| Participant deferral / active EE | $6,052 | $5,680+6.5% | $6,842-11.5% | $3,740+61.8% |
| Admin fee / account holder | $2,452 | $6,053-59.5% | $9,309-73.7% | $5,306-53.8% |