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 | $168,231 | $89,753+87.4% | $107,525+56.5% | $84,808+98.4% |
| Participation rate | 91.7% | 68.1%+23.6pp | 75.1%+16.6pp | 68.3%+23.4pp |
| Annual return | 14.36% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,203 | $3,113-29.2% | $3,754-41.3% | $2,631-16.3% |
| Participant deferral / active EE | $7,700 | $4,056+89.8% | $5,116+50.5% | $4,212+82.8% |
| Admin fee / account holder | $23,441 | $7,222+224.6% | $8,919+162.8% | $7,344+219.2% |