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 | $153,126 | $89,753+70.6% | $107,525+42.4% | $84,808+80.6% |
| Participation rate | 88.2% | 68.1%+20.2pp | 75.1%+13.2pp | 68.3%+19.9pp |
| Annual return | 16.40% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $17,951 | $3,113+476.6% | $3,754+378.2% | $2,631+582.3% |
| Participant deferral / active EE | $3,998 | $4,056-1.4% | $5,116-21.9% | $4,212-5.1% |
| Admin fee / account holder | $621 | $7,222-91.4% | $8,919-93.0% | $7,344-91.5% |