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 | $154,321 | $85,766+79.9% | $136,294+13.2% | $70,131+120.0% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $6,313 | $2,966+112.9% | $4,695+34.5% | $2,342+169.5% |
| Participant deferral / active EE | $8,866 | $5,051+75.5% | $6,247+41.9% | $3,332+166.1% |
| Admin fee / account holder | $1,724 | $5,420-68.2% | $9,243-81.3% | $4,645-62.9% |