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 | $224,394 | $80,717+178.0% | $154,803+45.0% | $84,808+164.6% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 13.45% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,774 | $2,761-35.8% | $4,305-58.8% | $2,631-32.6% |
| Participant deferral / active EE | $4,944 | $3,303+49.7% | $5,540-10.8% | $4,212+17.4% |
| Admin fee / account holder | $721 | $6,746-89.3% | $14,329-95.0% | $7,344-90.2% |