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 | $159,085 | $86,286+84.4% | $111,297+42.9% | $85,850+85.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 77.3%+12.7pp | 69.3%+20.7pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $12,273 | $2,043+500.7% | $2,731+349.4% | $2,565+378.5% |
| Participant deferral / active EE | $5,522 | $3,641+51.7% | $4,487+23.1% | $3,952+39.7% |
| Admin fee / account holder | $4,198 | $8,188-48.7% | $7,964-47.3% | $6,260-32.9% |