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 | $209,703 | $91,552+129.1% | $133,956+56.5% | $79,858+162.6% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 17.11% | 61.85%-44.7pp | 45.09%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,966 | $2,384+24.4% | $3,919-24.3% | $2,471+20.0% |
| Participant deferral / active EE | $6,433 | $3,733+72.3% | $5,048+27.4% | $3,740+72.0% |
| Admin fee / account holder | $3,676 | $6,321-41.8% | $8,927-58.8% | $5,306-30.7% |