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 | $165,125 | $89,753+84.0% | $107,525+53.6% | $84,808+94.7% |
| Participation rate | 87.3% | 68.1%+19.2pp | 75.1%+12.2pp | 68.3%+19.0pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,859 | $3,113+120.3% | $3,754+82.7% | $2,631+160.7% |
| Participant deferral / active EE | $6,271 | $4,056+54.6% | $5,116+22.6% | $4,212+48.9% |
| Admin fee / account holder | $1,746 | $7,222-75.8% | $8,919-80.4% | $7,344-76.2% |