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 | $169,518 | $78,422+116.2% | $95,952+76.7% | $79,858+112.3% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+27.0pp |
| Annual return | 15.55% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,984 | $1,945+53.4% | $2,541+17.5% | $2,471+20.8% |
| Participant deferral / active EE | $6,991 | $3,440+103.2% | $4,167+67.8% | $3,740+86.9% |
| Admin fee / account holder | $11,371 | $5,622+102.3% | $6,795+67.3% | $5,306+114.3% |